WALT ST WSIM LTD is an SEC-registered investment adviser (CRD 109339). Regulatory assets under management: $10.3M.
Compensation: % of AUM.
Clients served: High net worth.
| Name | Role | Location |
|---|---|---|
| SOKIRA JENNIFER KAY | PRESIDENT/MEMBER; PRESIDENT/OWNER | — |
| SOKIRA WALTER JOSEPH | PORTFOLIO MANAGER/CHIEF COMPLIANCE OFFICER; PORTFOLIO MANAGER/COMPLIANCE OFFICER; PORTFOLIO STRATEGIST/MEMBER | — |
| KRATZER JENNIFER KAY | PRESIDENT/MEMBER | — |