Walsh Financial LLC
Firm details
- Headquarters
- ,
- CRD number
- 337759
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Walsh Financial LLC is an individually owned limited liability company that provides advisory services to individuals and small businesses. The firm focuses on financial planning, discretionary portfolio management for individuals/small businesses, and runs educational seminars and workshops. Its compensation options include a percentage-of-AUM fee as well as hourly and fixed-fee arrangements. According to available records the adviser is not positioned as a capital allocator, does not operate as a multi-state or pension consultant adviser, and is not identified as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities53%
- Public Funds/Mutual Funds45%
- Cash & Cash Equivalents2%
Owners & executives
1 of 1Michael Walsh
Founder and CEOCRD 8131888
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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