Cashel Financial Advisors, LLC

Cashel Financial Advisors, LLC (CRD# 151166) is a financial advisory firm headquartered in Louisville, KY. They manage $14,665,558 in 44 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    15
    MILLION
  • Total Number of Accounts
    44
    ACCOUNTS
  • Average Account Value
    $333,308
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

KY, TX

Financial Advisors at Cashel Financial Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Tom E. Walsh
CRD#: 5702009
9900 Corporate Campus Drive, Louisville, KY 40223
90
Wealthminder
score

Tom Walsh (CRD# 5702009) is an Investment Advisor Representative working at Cashel Financial Advisors, LLC in Louisville, KY and has 1 year of experience in the finance industry.

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