WALSH & ASSOCIATES, LLC
CRD #144441 SEC #801-77605 SARASOTA, FL 941-952-1188
SEC Registered
Total AUM
$660.2M
Discretionary
$660.2M
Employees
15
Clients
0
Accounts
2,281
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Florida
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Sep 10, 2025
- Branch Offices
- 2
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
Registrations
Federal
IA
Sep 10, 2025 REGISTERED
Notice Filings (23)
AZ CA CO FL GA IL IN MA MD MN MO NC NH NV OH OR PA SC TN TX UT VA WI
Address
2350 FRUITVILLE RDSUITE 201
SARASOTA, FL 34237
United States
Phone: 941-952-1188