Walsh Advisors
Walsh Advisors (CRD# 122628) is a financial advisory firm headquartered in Crown Point, IN. They manage $59,732,996 in 107 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management60MILLION
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Total Number of Accounts107ACCOUNTS
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Average Account Value$558,252
Compensation Options
- A percentage of assets under your management
- Subscription fees (for a newsletter or periodical)
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.
IN, MI, TX
Financial Advisors at Walsh Advisors
1
Cynthia Walsh (CRD# 1987510) is an Investment Advisor Representative working at Walsh Advisors in Crown Point, IN and has over 22 years of experience in the finance industry.
2
Owen Rush (CRD# 7269980) is an Investment Advisor Representative working at Walsh Advisors in Crown Point, IN and has over 2 years of experience in the finance industry.
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