WALSH ADVISORS

WALSH ADVISORS of CROWN POINT, IN is an SEC-registered investment adviser (CRD 122628). Regulatory assets under management: $82.1M.

Registration

• CRD: 122628
• Type: Registered investment adviser
• Location: 503 E. SUMMIT STREET, CROWN POINT, IN, 46307
• Phone: 517-231-1152
• Latest filing: 2026-01-22
• Regulatory AUM: $82.1M
• Discretionary AUM: $82.1M
• Clients: 2
• Accounts: 128

Business model

Compensation: % of AUM, Subscription.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 122628 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search