WALSH & ASSOCIATES, LLC

SARASOTA, Florida·4 registered advisors·CRD# 144441
SEC# 801-776051941-952-1188
01

Firm Overview

AUM
$574M
Regulatory assets under management
Employees
13
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at WALSH & ASSOCIATES, LLC

4 registered advisors
Joseph Patrick Walsh
SARASOTA, Florida
CFPCFA
Joseph Patrick Walsh
SARASOTA, Florida
Michael James Walsh
SARASOTA, Florida
Thomas Gilbert Walsh
SARASOTA, Florida
05

Office Locations

SARASOTA, Florida
4 advisors

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Data sourced from SEC Form ADV filings. WALSH & ASSOCIATES, LLC (CRD# 144441) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.