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Lauren Casey Walsh

POLEN CAPITAL MANAGEMENT, LLC·BOCA RATON, Florida
Unclaimed Profile
1825 NW CORPORATE BLVD., BOCA RATON, FL 33431CRD# 6716796Firm CRD# 106093
01

About

Lauren Casey Walsh is a registered financial advisor based in BOCA RATON, Florida, affiliated with POLEN CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Institutional Investors
Pension & Retirement Plans
03

Firm Overview

Firm
POLEN CAPITAL MANAGEMENT, LLC
POLEN CAPITAL MANAGEMENT, LLC
AUM
$43.2B
Regulatory assets under management
Employees
173
Total firm employees
View all advisors at POLEN CAPITAL MANAGEMENT, LLC →
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6716796
Firm CRD# 106093
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Lauren Casey Walsh offer?
Lauren Casey Walsh specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in BOCA RATON, Florida for a consultation.
What are Lauren Casey Walsh's credentials?
Lauren Casey Walsh is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lauren Casey Walsh located?
Lauren Casey Walsh is based in BOCA RATON, Florida, working with POLEN CAPITAL MANAGEMENT, LLC. Their office serves clients in the BOCA RATON metropolitan area and surrounding communities.
How does Lauren Casey Walsh charge for services?
Lauren Casey Walsh's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is POLEN CAPITAL MANAGEMENT, LLC?
POLEN CAPITAL MANAGEMENT, LLC has approximately 173 employees and manages $43.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in BOCA RATON
Kristen Ann Whealon — DIGITALBRIDGE INVESTMENT MANAGEMENT, LLCJames Todd Morris — POLEN CAPITAL MANAGEMENT, LLCKevin Christopher Schneider — POLEN CAPITAL MANAGEMENT, LLCRobert Pendelton Spitler — BRIDGE LINE ADVISORS LLCMarc Jay Leder — SUN CAPITAL ADVISORS, L.P.
Nearby cities in Florida
MIAMI (1221)TAMPA (396)CORAL GABLES (291)WEST PALM BEACH (251)NAPLES (220)
City Guides
MIAMI GuideTAMPA GuideCORAL GABLES GuideWEST PALM BEACH GuideNAPLES Guide
Research
Advisor Fees in FloridaNational Fee Analysis
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