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 ...
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Assets Under Mgmt
$141.44M
Investment Professionals
3
Locations
0
% 401K & Individual
% Discretionary
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
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