Unclaimed Profile

John Butler Walthausen

WALTHAUSEN & CO., LLC·MALTA, New York

Clean recordWALTHAUSEN & CO., LLC

2691 ROUTE 9, MALTA, NY 12020-4319CRD# 1282341Firm CRD# 144996

Profile Verification

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

Identity

John Butler Walthausen · MALTA, NY

Registration

CRD #1282341 · WALTHAUSEN & CO., LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

John Butler Walthausen is a registered financial advisor based in MALTA, New York, affiliated with WALTHAUSEN & CO., LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Retirement Planning

Wealth Management

Fee-Only Advisory

Client Types

Institutional Investors

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

WALTHAUSEN & CO., LLC

AUM

$489M

Regulatory assets under management

Employees

Total firm employees

View all advisors at WALTHAUSEN & CO., LLC →

Services

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 1282341

Firm CRD# 144996

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does John Butler Walthausen offer?

John Butler Walthausen specializes in Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in MALTA, New York for a consultation.

What are John Butler Walthausen's credentials?

John Butler Walthausen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is John Butler Walthausen located?

John Butler Walthausen is based in MALTA, New York, working with WALTHAUSEN & CO., LLC. Their office serves clients in the MALTA metropolitan area and surrounding communities.

How does John Butler Walthausen charge for services?

John Butler Walthausen'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 WALTHAUSEN & CO., LLC?

WALTHAUSEN & CO., LLC has approximately 8 employees and manages $489M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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