Walbert Capital Management, LLC

Walbert Capital Management, LLC (CRD# 119439) is a financial advisory firm headquartered in New Canaan, CT. They manage $16,000,000 in 2 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
112 Main Street, New Canaan, CT 06840
https://www.walbertcapital.com
By the Numbers
  • Total Assets Under Management
    16
    MILLION
  • Total Number of Accounts
    2
    ACCOUNTS
  • Average Account Value
    $8,000,000
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CT

Financial Advisors at Walbert Capital Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
William Walbert, financial advisor New Canaan CT
William W. Walbert
CRD#: 1565544
112 Main Street, New Canaan, CT 06840

William Walbert (CRD# 1565544) is an Investment Advisor Representative working at Walbert Capital Management, LLC in New Canaan, CT and has over 36 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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