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Eric Marshall Walton

WESTWIND CAPITAL·LAS CRUCES, New Mexico
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1800 S. TELSHOR, LAS CRUCES, NM 88011CRD# 4415201Firm CRD# 106802
01

About

Eric Marshall Walton is a registered financial advisor based in LAS CRUCES, New Mexico, affiliated with WESTWIND CAPITAL. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Fee-Only Advisory
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
03

Firm Overview

Firm
WESTWIND CAPITAL
WESTWIND CAPITAL
AUM
$623M
Regulatory assets under management
Employees
7
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4415201
Firm CRD# 106802
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Eric Marshall Walton offer?
Eric Marshall Walton specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in LAS CRUCES, New Mexico for a consultation.
What are Eric Marshall Walton's credentials?
Eric Marshall Walton is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Eric Marshall Walton located?
Eric Marshall Walton is based in LAS CRUCES, New Mexico, working with WESTWIND CAPITAL. Their office serves clients in the LAS CRUCES metropolitan area and surrounding communities.
How does Eric Marshall Walton charge for services?
Eric Marshall Walton's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WESTWIND CAPITAL?
WESTWIND CAPITAL has approximately 7 employees and manages $623M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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