WALSH & ASSOCIATES, LLC of SARASOTA, FL is an SEC-registered investment adviser (CRD 144441). Regulatory assets under management: $827.7M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Pensions, Other.
| Name | Role | Location |
|---|---|---|
| Joseph Patrick Walsh | MANAGING MEMBER; WEALTH ADVISOR | — |
| Michael James Walsh | CCO | — |
| Thomas Gilbert Walsh | WEALTH ADVISOR | — |
| WALSH JOHN PATRICK | MANAGING MEMBER; PRESIDENT; WEALTH ADVISOR | — |
| WALSH TERRENCE JAMES | CCO | — |
| WALSH THOMAS GILBERT | WEALTH ADVISOR | — |
| City | State | Employees | Phone |
|---|---|---|---|
| DEKALB | IL | 1 | 815.748.2130 |
| SCHAUMBURG | IL | 1 | 847-413-1234 |
| DEKALB | IL | 1 | 815.748.2130 |
| SCHAUMBURG | IL | 1 | 847-413-1234 |