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Susannah Walker Walsh

CA PARTNERS LLC·FORT WORTH, Texas
Unclaimed Profile
301 COMMERCE STREET, FORT WORTH, TX 76102CRD# 6023749Firm CRD# 121742
01

About

Susannah Walker Walsh is a registered financial advisor based in FORT WORTH, Texas, affiliated with CA PARTNERS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Fee-Only Advisory
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
CA PARTNERS LLC
CA PARTNERS LLC
AUM
$99M
Regulatory assets under management
Employees
—
Total firm employees
View all advisors at CA PARTNERS LLC →
Services
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 6023749
Firm CRD# 121742
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Susannah Walker Walsh offer?
Susannah Walker Walsh specializes in Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in FORT WORTH, Texas for a consultation.
What are Susannah Walker Walsh's credentials?
Susannah Walker Walsh is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Susannah Walker Walsh located?
Susannah Walker Walsh is based in FORT WORTH, Texas, working with CA PARTNERS LLC. Their office serves clients in the FORT WORTH metropolitan area and surrounding communities.
How does Susannah Walker Walsh charge for services?
Susannah Walker Walsh'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 CA PARTNERS LLC?
CA PARTNERS LLC is a registered investment adviser with the SEC, managing $99M in regulatory assets under management. See their Form ADV for full details.
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Other advisors in FORT WORTH
Anthony James Loth — RAZ PROPERTY INVESTMENTS GP, LLCRyan William Horstman — VORTUS INVESTMENT ADVISORS, LLCCharles Collins Anderson — WINDGATE UC4K LLCKeith Frederick Williams — CRESTLINE MANAGEMENT, L.P.Smith Asher Brownlie — RAZ PROPERTY INVESTMENTS GP, LLC
Nearby cities in Texas
DALLAS (2230)HOUSTON (1842)AUSTIN (1128)SAN ANTONIO (420)PLANO (172)
City Guides
DALLAS GuideHOUSTON GuideAUSTIN GuideSAN ANTONIO GuidePLANO Guide
Research
Advisor Fees in TexasNational Fee Analysis
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