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Daniel Patrick Walsh

CITYMARK CAPITAL MANAGEMENT COMPANY LLC·CLEVELAND, Ohio
Clean recordCITYMARK CAPITAL MANAGEMENT COMPANY LLC
1375 E 9TH ST STE 2880, CLEVELAND, OH 44114CRD# 3208509Firm CRD# 291405

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Daniel Patrick Walsh · CLEVELAND, OH
Registration
CRD #3208509 · CITYMARK CAPITAL MANAGEMENT COMPANY LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Daniel Patrick Walsh is a registered financial advisor based in CLEVELAND, Ohio, affiliated with CITYMARK CAPITAL MANAGEMENT COMPANY LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
CITYMARK CAPITAL MANAGEMENT COMPANY LLC
CITYMARK CAPITAL MANAGEMENT COMPANY LLC
AUM
$463M
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at CITYMARK CAPITAL MANAGEMENT COMPANY LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 3208509
Firm CRD# 291405
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Daniel Patrick Walsh offer?
Daniel Patrick Walsh specializes in Retirement Planning. Contact their office in CLEVELAND, Ohio for a consultation.
What are Daniel Patrick Walsh's credentials?
Daniel Patrick Walsh is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Daniel Patrick Walsh located?
Daniel Patrick Walsh is based in CLEVELAND, Ohio, working with CITYMARK CAPITAL MANAGEMENT COMPANY LLC. Their office serves clients in the CLEVELAND metropolitan area and surrounding communities.
How does Daniel Patrick Walsh charge for services?
Daniel Patrick Walsh's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CITYMARK CAPITAL MANAGEMENT COMPANY LLC?
CITYMARK CAPITAL MANAGEMENT COMPANY LLC has approximately 10 employees and manages $463M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CITYMARK CAPITAL MANAGEMENT COMPANY LLC

Bo James Howell
CLEVELAND, OH
Charles Curtis Black
CLEVELAND, OH
James Allen Strauss
CLEVELAND, OH
Matthew Paul Murray
CLEVELAND, OH

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