Walt St Wsim Ltd

Walt St Wsim Ltd (CRD# 109339) is a financial advisory firm headquartered in , . They manage $28,916,070 in 433 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    29
    MILLION
  • Total Number of Accounts
    433
    ACCOUNTS
  • Average Account Value
    $66,781
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
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.

DE, OH, PA

Financial Advisors at Walt St Wsim Ltd
Showing 1 - 1 of 1 top financial advisors.
1
Jennifer K. Sokira
CRD#: 2873822
Stow, OH
87
Wealthminder
score

Jennifer Sokira (CRD# 2873822) is an Investment Advisor Representative working at Walt St Wsim Ltd in Stow, OH and has 1 year of experience in the finance industry.

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