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WALLS INVESTMENT MANAGEMENT COMPANY
CRD 123440 · SEC 801-64253
110 TRADERS CROSS, BLUFFTON, SC, 29909, United States
Phone
888-925-5764
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$55.3M
Discretionary AUM
$55.3M
Team
4 total employees; 2 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-30
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (pooled vehicles)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 110 | $50.6M |
| Pension/profit sharing plans | 1 | $4.7M |
All web addresses on file
Official SEC filing: View on IAPD