Walnut Investment Services LLC

Walnut Investment Services LLC (CRD# 113666) is a financial advisory firm headquartered in Brooklyn, NY. They manage $35,000,000 in 201 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    35
    MILLION
  • Total Number of Accounts
    201
    ACCOUNTS
  • Average Account Value
    $174,129
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
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.

NJ, NY

Financial Advisors at Walnut Investment Services LLC
Showing 1 - 2 of 2 top financial advisors.
1
Mark Blinderman
CRD#: 4519825
1018 8th Avenue, Brooklyn, NY 11215
100
Wealthminder
score

Mark Blinderman (CRD# 4519825) is a co-founder, a managing partner and Registered Investment Advisor Representative at Walnut Investment Services LLC in Brooklyn, NY and has 16 year of experience in the finance and investments industry.

2
Harvey M. Kraus
CRD#: 4519827
1018 8th Avenue, Brooklyn, NY 11215
93
Wealthminder
score

Harvey Kraus (CRD# 4519827) is an Investment Advisor Representative working at Walnut Investment Services LLC in Brooklyn, NY and has over 16 years of experience in the finance industry.

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