Walsh & Associates, LLC
Walsh & Associates, LLC (CRD# 144441) is a financial advisory firm headquartered in Sarasota, FL. They manage $240,000,000 in 2,020 accounts and serve the financial needs of clients across 14 states (or territories).
Total Assets Under Management240MILLION
Total Number of Accounts2,020ACCOUNTS
Average Account Value$118,812
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AZ, CA, FL, GA, IL, MD, MN, NC, NH, NV, TX, UT, VA, WI
Joseph Walsh (CRD# 4630974) is an Investment Advisor Representative working at Walsh & Associates, LLC in Miami, FL and has over 8 years of experience in the finance industry.
Michael Walsh (CRD# 5160655) is an Investment Advisor Representative working at Walsh & Associates, LLC in Sarasota, FL and has over 10 years of experience in the finance industry.
Joseph Walsh (CRD# 1477994) is an Investment Advisor Representative working at Walsh & Associates, LLC in Dekalb, IL and has over 23 years of experience in the finance industry. Joseph Walsh has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.