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WILLIAM B. WALKUP & ASSOCIATES, INC.

Tel: 803-462-9395
142 Atrium Way
Columbia, South Carolina  29223-6301

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WILLIAM B. WALKUP & ASSOCIATES, INC.

WILLIAM B. WALKUP & ASSOCIATES, INC. is a Columbia, South Carolina based financial advisory firm with nearly $152,212,270 in assets under management and provides investment advisory services for 64 clients. There are currently 4 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for pooled investment vehicles

Fee Structure:

A percentage of AUM

Firm CRD#:

135533

SEC#:

801-126904

No. of Clients:

64

Assets under Management

$152,212,270

No. of Advisors:

4

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