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WALNUT INVESTMENT SERVICES LLC
CRD 113666 · SEC 801-128864
1018 8TH AVENUE, BROOKLYN, NY, 11215, United States
Phone
718-788-1972
Fax
718-832-2565
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$94.0M
Discretionary AUM
$94.0M
Team
2 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-04-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 175 | $41.8M |
| High net worth individuals | 18 | $48.5M |
| Pension/profit sharing plans | 1 | $2.6M |
| Corporations/business entities | 5 | $1.1M |
States served
NJ, NY, FL
All web addresses on file
Official SEC filing: View on IAPD