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Patrick Joseph Walsh

SIENA CAPITAL, LLC·CINCINNATI, Ohio
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8044 MONTGOMERY ROAD, CINCINNATI, OH 45236CRD# 5412738Firm CRD# 282843
01

About

Patrick Joseph Walsh is a registered financial advisor based in CINCINNATI, Ohio, affiliated with SIENA CAPITAL, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

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

Firm Overview

Firm
SIENA CAPITAL, LLC
OXFORD FINANCIAL PARTNERS
AUM
$278M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at SIENA CAPITAL, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 5412738
Firm CRD# 282843
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Patrick Joseph Walsh offer?
Patrick Joseph Walsh specializes in Financial Planning, Investment Management. Contact their office in CINCINNATI, Ohio for a consultation.
What are Patrick Joseph Walsh's credentials?
Patrick Joseph Walsh is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Patrick Joseph Walsh located?
Patrick Joseph Walsh is based in CINCINNATI, Ohio, working with SIENA CAPITAL, LLC. Their office serves clients in the CINCINNATI metropolitan area and surrounding communities.
How does Patrick Joseph Walsh charge for services?
Patrick Joseph 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 SIENA CAPITAL, LLC?
SIENA CAPITAL, LLC has approximately 5 employees and manages $278M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at SIENA CAPITAL, LLC

Erik James Christman
CINCINNATI, OH

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