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B.P. WALSH AND CO., LLC
B.P. WALSH AND COMPANY, LLC
CRD 125477
36 PARK PLACE, BRANFORD, CT, 06405, United States
Phone
203-208-0632
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$11.7M
Discretionary AUM
$11.7M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-10
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 20 | $6.9M |
| High net worth individuals | 1 | $4.8M |
Official SEC filing: View on IAPD