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

503 E. Summit Street, Suite 1b, Crown Point, IN 46307

https://www.boutiquewealthmanagement.com/

By the Numbers

Total Assets Under Management

60

MILLION
Total Number of Accounts

107

ACCOUNTS
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

Showing 1 - 2 of 2 top financial advisors.

Cynthia B. Walsh

CRD#: 1987510

503 E. Summit Street, Suite 1b, Crown Point, IN 46307

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.

Owen M. Rush

CRD#: 7269980

503 E. Summit Street, Suite 1b, Crown Point, IN 46307

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.

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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