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WALTHAUSEN & CO., LLC
WALTHAUSEN & CO., LLC
MALTA, New York
·
8 registered advisors
·
CRD# 144996
SEC# 801-68321
0
518-371-3450
01
Firm Overview
AUM
$489M
Regulatory assets under management
Employees
8
Total firm employees
Advisors
8
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Compensation
Percentage of AUM
03
Specialties
Investment Management
Retirement Planning
Wealth Management
Fee-Only Advisory
04
Advisors at WALTHAUSEN & CO., LLC
8 registered advisors
Curtis John Lasek
MALTA, New York
CRD# 4141606
Deforest Richard Hinman
MALTA, New York
CRD# 4924034
Gerard Splane Edward Heffernan
MALTA, New York
CRD# 4665274
John Butler Walthausen
MALTA, New York
CRD# 1282341
Mark Joseph Keeler
CLIFTON PARK, New York
CRD# 3124541
Mark Logan Hodge
MALTA, New York
CRD# 1242706
Paul Timothy Nichols
MALTA, New York
CRD# 2536211
Stanley Michael Westhoff
MALTA, New York
CRD# 5146511
05
Office Locations
MALTA, New York
7 advisors
CLIFTON PARK, New York
1 advisor
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Data sourced from SEC Form ADV filings. WALTHAUSEN & CO., LLC (CRD# 144996) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.