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Walsh & Associates, LLC

● SEC registered since 2013CRD 144441SEC# 801-77605Sarasota, FL
Export (members)
Reg. AUM
$660.2M
Employees
13
Accounts
2,281
Location
Sarasota, FL

Walsh & Associates, LLC assets under management

Walsh & Associates, LLC is an investment advisory firm registered with the SEC based in Sarasota, FL. The firm has been registered since 2013. It reports $660.2 million in regulatory assets under management and employs 13 people.
www.linkedin.com/company/walsh-&-associates.View on SEC.gov ↗

Walsh & Associates, LLC owners & executives

4 reported
NameTitleOwnershipSince
Joseph Patrick Walsh ControlManaging Member50-75%2012
Joseph Patrick WalshWealth Advisor10-25%2018
Michael James WalshCco10-25%2013
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Frequently asked questions

How much does Walsh & Associates, LLC manage?

Walsh & Associates, LLC reports $660.2 million in regulatory assets under management on its Form ADV.

How many employees does Walsh & Associates, LLC have?

Walsh & Associates, LLC reports 13 employees.

Where is Walsh & Associates, LLC located?

Walsh & Associates, LLC is based in Sarasota, FL and has been SEC-registered since 2013.

Does Walsh & Associates, LLC disclose fund performance?

Walsh & Associates, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2350 Fruitville Rd, Suite 201, Sarasota, FL 34237
Phone941-952-1188
Fax941-952-1184
Office hours9a.m. To 5p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$660.2M
Non-discretionary$0
Total (RAUM)$660.2M