WALSTON INVESTMENT MANAGEMENT
CRD #108148 SEC #801-57999 BIRMINGHAM, AL 205-874-7930
SEC Registered
Total AUM
$24.3M
Discretionary
$24.3M
Employees
5
Clients
0
Accounts
3
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 14, 2002
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| WALSTON, SHARRON, BARNARD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WALSTON, DONALD, EDWARD | I | PRESIDENT | E | Control |
| WALSTON, DONALD, EDWARD | I | PRESIDENT | E | Control |
| WALSTON, DONALD, EDWARD | I | PRESIDENT | E | Control |
Registrations
Federal
IA
Mar 14, 2002 REGISTERED
Notice Filings (1)
AL
Address
4237 SHARPSBURG DRIVEBIRMINGHAM, AL 35213
USA
Phone: 205-874-7930