WALLS INVESTMENT MANAGEMENT COMPANY
CRD #123440 SEC #801-64253 BLUFFTON, SC 888-925-5764
SEC Registered
Total AUM
$62M
Discretionary
$32M
Employees
1
Clients
0
Accounts
151
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2012 | $62M | $32M | $30M | 1 | 26 |
| Jun 2012 | $62M | $32M | $30M | 1 | 26 |
| May 2012 | $62M | $32M | $30M | 1 | 26 |
| Mar 2012 | $62M | $32M | $30M | 1 | 26 |
| Mar 2012 | $6.2M | $3.2M | $3M | 1 | 26 |
| Mar 2011 | $65M | $37.6M | $27.4M | 5 | -- |
| Mar 2010 | $61M | $37M | $24M | 5 | -- |
| Mar 2009 | $40M | $18M | $22M | 5 | -- |
| Mar 2008 | $40M | $18M | $22M | 5 | -- |
| Mar 2007 | $42.5M | $20.8M | $21.8M | 5 | -- |
| Mar 2006 | $38.1M | $18.5M | $19.6M | 5 | -- |
DateJun 2012
Total AUM$62M
Discretionary$32M
Non-Disc.$30M
Employees1
Clients26
DateJun 2012
Total AUM$62M
Discretionary$32M
Non-Disc.$30M
Employees1
Clients26
DateMay 2012
Total AUM$62M
Discretionary$32M
Non-Disc.$30M
Employees1
Clients26
DateMar 2012
Total AUM$62M
Discretionary$32M
Non-Disc.$30M
Employees1
Clients26
DateMar 2012
Total AUM$6.2M
Discretionary$3.2M
Non-Disc.$3M
Employees1
Clients26
DateMar 2011
Total AUM$65M
Discretionary$37.6M
Non-Disc.$27.4M
Employees5
Clients--
DateMar 2010
Total AUM$61M
Discretionary$37M
Non-Disc.$24M
Employees5
Clients--
DateMar 2009
Total AUM$40M
Discretionary$18M
Non-Disc.$22M
Employees5
Clients--
DateMar 2008
Total AUM$40M
Discretionary$18M
Non-Disc.$22M
Employees5
Clients--
DateMar 2007
Total AUM$42.5M
Discretionary$20.8M
Non-Disc.$21.8M
Employees5
Clients--
DateMar 2006
Total AUM$38.1M
Discretionary$18.5M
Non-Disc.$19.6M
Employees5
Clients--