Unclaimed Profile

Walid Liu Petiri

CASI INSTITUTIONAL CONSULTING, INC.·BALTIMORE, Maryland

Clean recordCASI INSTITUTIONAL CONSULTING, INC.

1425 EUTAW PLACE, BALTIMORE, MD 21217CRD# 3101819Firm CRD# 281608

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Walid Liu Petiri · BALTIMORE, MD

Registration

CRD #3101819 · CASI INSTITUTIONAL CONSULTING, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Walid Liu Petiri is a registered financial advisor based in BALTIMORE, Maryland, affiliated with CASI INSTITUTIONAL CONSULTING, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Wealth Management

Client Types

Client type data will be added during profile enrichment.

Introduction

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Firm Overview

Firm

CASI INSTITUTIONAL CONSULTING, INC.

AUM

$130M

Regulatory assets under management

Employees

Total firm employees

View all advisors at CASI INSTITUTIONAL CONSULTING, INC. →

Services

Selection of other advisers

Publication of periodicals/newsletters

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 3101819

Firm CRD# 281608

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Walid Liu Petiri offer?

Walid Liu Petiri specializes in Wealth Management. Contact their office in BALTIMORE, Maryland for a consultation.

What are Walid Liu Petiri's credentials?

Walid Liu Petiri is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Walid Liu Petiri located?

Walid Liu Petiri is based in BALTIMORE, Maryland, working with CASI INSTITUTIONAL CONSULTING, INC.. Their office serves clients in the BALTIMORE metropolitan area and surrounding communities.

How does Walid Liu Petiri charge for services?

Walid Liu Petiri's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CASI INSTITUTIONAL CONSULTING, INC.?

CASI INSTITUTIONAL CONSULTING, INC. has approximately 1 employees and manages $130M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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