WALNUT INVESTMENT SERVICES LLC

RIASEC RegisteredEst. 2023

Total AUM

$94M

Discretionary

$94M

100% of AUM

Avg account

$305K

Accounts

308

Employees

Advisory reps

Firm details

Headquarters: Brooklynn, New York
CRD number: 113666
Registered since: October 12, 2023
Website: www.walnutfund.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges
Client types: HNWI51.6%
Individuals44.47%
Pension & Profit Sharing Plans2.82%
Corporations / Businesses1.12%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Walnut Investment Services LLC is an independent, owner-operated registered investment adviser formed as a limited liability company and SEC-registered in 2023. The firm services both individual and family clients as well as institutional relationships, and combines financial planning with discretionary portfolio management targeted at individuals and small businesses. Its stated business activities include accounting, and its advisory model charges a mix of percentage-of-AUM fees and hourly fees. The firm is not positioned as an active ESG investor, is not a multi-state adviser, and does not identify itself as a capital allocator or pension consultant. Its scale and service mix suggest a boutique RIA that integrates accounting-related services with personalized planning and portfolio oversight for small- to mid-sized clients.