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MARKS THERIOT WALSTON & COMPANY, INC.
MARKS THERIOT WALSTON & COMPANY, INC.
LOS ANGELES, California
·
2 registered advisors
·
CRD# 152694
SEC# 801-71070
213-221-7604
01
Firm Overview
AUM
$74M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
03
Specialties
Investment Management
Wealth Management
Fee-Only Advisory
04
Advisors at MARKS THERIOT WALSTON & COMPANY, INC.
2 registered advisors
Jack Hanley Walston
LOS ANGELES, California
CRD# 4012560
Teddy James Theriot
LOS ANGELES, California
CRD# 2903857
05
Office Locations
LOS ANGELES, California
2 advisors
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Data sourced from SEC Form ADV filings. MARKS THERIOT WALSTON & COMPANY, INC. (CRD# 152694) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.