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Michael James Walsh

WALSH & ASSOCIATES, LLC·SARASOTA, Florida
BrokerInvestment Adviser1 FINRA RegistrationsLicensed in 11 states
Unclaimed Profile
2350 FRUITVILLE RD, SARASOTA, FL 34237CRD# 5160655Firm CRD# 144441
01

About

Michael James Walsh is a financial advisor based in Sarasota, Florida, where he operates WALSH & ASSOCIATES, LLC. He is registered with CRD number 5160655. Additional information about his credentials and specialties is not available from the provided information.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
WALSH & ASSOCIATES, LLC
WALSH & ASSOCIATES, LLC
AUM
$574M
Regulatory assets under management
Employees
13
Total firm employees
View all advisors at WALSH & ASSOCIATES, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 5160655
Firm CRD# 144441
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Michael James Walsh offer?
Michael James Walsh specializes in Financial Planning, Investment Management. Contact their office in SARASOTA, Florida for a consultation.
What are Michael James Walsh's credentials?
Michael James Walsh is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael James Walsh located?
Michael James Walsh is based in SARASOTA, Florida, working with WALSH & ASSOCIATES, LLC. Their office serves clients in the SARASOTA metropolitan area and surrounding communities.
How does Michael James Walsh charge for services?
Michael James Walsh's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WALSH & ASSOCIATES, LLC?
WALSH & ASSOCIATES, LLC has approximately 13 employees and manages $574M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in SARASOTA
David Ryan Thompson — J. L. BAINBRIDGE & CO., INC.Joseph Patrick Walsh — WALSH & ASSOCIATES, LLCRobert Eric Rice — EULAV ASSET MANAGEMENTPhillip Quinn Couture — COUTURE FINANCIAL INC.Justin Bailey — MONORAIL SECURITIES LLC
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City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
Advisor Fees in FloridaNational Fee Analysis
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