Walnut Investment Services LLC

Walnut Investment Services LLC (CRD# 113666) is a financial advisory firm headquartered in Brooklyn, NY. They manage $77,000,000 in 305 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details

1018 8th Avenue, Brooklyn, NY 11215

http://www.walnutfund.com

By the Numbers

Total Assets Under Management

77

MILLION
Total Number of Accounts

305

ACCOUNTS
Average Account Value

$252,459

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

Types of Clients

Registered States

Registered Investment Advisor

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.

Mark Blinderman

CRD#: 4519825

1018 8th Avenue, Brooklyn, NY 11215

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.

Harvey M. Kraus

CRD#: 4519827

1018 8th Avenue, Brooklyn, NY 11215

Harvey Kraus (CRD# 4519827) is an Investment Advisor Representative working at Walnut Investment Services LLC in Brooklyn, NY and has over 23 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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