WALSH FINANCIAL CONSULTING

WALSH FINANCIAL CONSULTING is an SEC-registered investment adviser (CRD 168305).

Registration

• CRD: 168305
• SEC file number: 801-120984
• Type: Registered investment adviser
• Phone: 510-457-8742
• Latest filing: 2026-03-23

Business model

Compensation: Fixed.

Clients served: Pooled vehicles.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 168305 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search