WALNUT INVESTMENT SERVICES LLC
CRD #113666 SEC #801-128864 BROOKLYN, NY 718-788-1972
SEC Registered
Total AUM
$84M
Discretionary
$84M
Employees
2
Clients
0
Accounts
300
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $84M | $84M | $0 | 2 | 203 |
| Oct 2024 | $77M | $77M | $0 | 2 | 203 |
| Apr 2024 | $77M | $77M | $0 | 2 | 203 |
| Jan 2024 | $77M | $77M | $0 | 2 | 203 |
| Sep 2023 | $63.7M | $63.7M | $0 | 2 | 203 |
DateMar 2025
Total AUM$84M
Discretionary$84M
Non-Disc.$0
Employees2
Clients203
DateOct 2024
Total AUM$77M
Discretionary$77M
Non-Disc.$0
Employees2
Clients203
DateApr 2024
Total AUM$77M
Discretionary$77M
Non-Disc.$0
Employees2
Clients203
DateJan 2024
Total AUM$77M
Discretionary$77M
Non-Disc.$0
Employees2
Clients203
DateSep 2023
Total AUM$63.7M
Discretionary$63.7M
Non-Disc.$0
Employees2
Clients203