WALTER C. FLOWER & CO., INC

Overview

Walter C. Flower & Co., Inc. is a small, fee-based advisory firm focused on portfolio management for individuals and small businesses. The firm structures fees as a percentage of assets under management and runs primarily discretionary mandates. Its stated client base is individual and family investors, with an emphasis on equity-first allocations. Walter C. Flower & Co., Inc. does not identify as an active ESG investor or a multi-state adviser; it operates as an individual-owned corporation offering tailored separate-account management rather than large pooled funds. The firm’s practice centers on separate managed accounts and exchange-traded equities, suggesting a preference for liquid, tradable instruments that support tax-aware and customized portfolio construction for high-net-worth clients. Given the small client roster and the high average account size, investment decisions are likely implemented at the account level with flexibility for client-specific constraints and goals.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices