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WALSH & ASSOCIATES, LLC
Tel: 941-952-1188
2350 Fruitville Rd Suite 201
Sarasota, Florida 34237
WALSH & ASSOCIATES, LLC
WALSH & ASSOCIATES, LLC is a Sarasota, Florida based financial advisory firm with nearly $574,308,554 in assets under management and provides investment advisory services for 2127 clients. There are currently 13 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Pesnsion consulting services
Fee Structure:
A percentage of AUM, Fixed fees
Firm CRD#:
144441
SEC#:
801-77605
No. of Clients:
2127
Assets under Management
$574,308,554
No. of Advisors:
13
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