William B. Walkup & Associates, Inc.
Columbia, South Carolina
3.4
7 Reviews
logo image
William B. Walkup & Associates, Inc. is a reputable investment advisory firm located in Columbia, SC. With a knowledge cutoff in September 2021, it is known that the firm has a strong track record and a loyal client base. Presently, the company serves over 40 individual clients, overseeing an impressive $141,443,000 in assets under management. As a small firm, William B. Walkup & Associates, Inc. offers personalized financial solutions to its clients. While the majority of their assets under management are non-401K and individual accounts, the firm possesses the expertise to handle employer funds. Notably, all of the assets they ...
See more
Loading...

Assets Under Mgmt

$141.44M

Investment Professionals

3

Locations

0

% 401K & Individual

9%

% Discretionary

100%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.