← Back to searchVisit website
WALSH ADVISORS
WALSH ADVISORS INC.
CRD 122628
503 E. SUMMIT STREET, SUITE 1B, CROWN POINT, IN, 46307, United States
Phone
517-231-1152
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$82.1M
Discretionary AUM
$82.1M
Team
2 total employees; 2 advisory reps; 6 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Subscription fees
Org form
Corporation
Filing date
2026-01-22
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 33 | $10.9M |
| High net worth individuals | 20 | $68.1M |
| Charitable organizations | 1 | $2.9M |
| Corporations/business entities | 1 | $230K |
All web addresses on file
Official SEC filing: View on IAPD