B
CRD: 125477
B.p. Walsh AND Co., LLC
Branford, CT, 06405
2032080632
$11.7M Total AUM
$11.7M Disc. AUM
-- 3Y CAGR
1 Employees
21 ADV. Clients
23 yrs Firm Age
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- Custodian
- Morgan Stanley
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-05-2002
- Office Locations
- 1
Office Locations
36 Park Place Branford CT
About B.p. Walsh AND Co., LLC
B.p. Walsh AND Co., LLC is a Branford-based RIA. The firm has been operating for 23 years. Managing $11.7M in total assets under management, with 1 advisory representatives. They custody assets with Morgan Stanley.
Team overview
-- AVG AGE
$11.7M AVG AUM / ADVISOR
$557.9K AVG AUM / CLIENT
16.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
23yrs Firm Age
Insights
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Asset Classes
Pathway
Owner & Executives
BRIAN PATRICK WALSH
Owner, President
- CRD
- #1160013
- Ownership
- 75% or more
(278) 541-3478
focus.matrix@oakcapital.com
in linkedin.com/in/vital-pioneer
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $11,715,535 | -- |
| Non-Discretionary | $0 | -- |
| Total | $11,715,535 | -- |
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Separately Managed Accounts
Total SMA Asset: $11,715,535
Equity - Exchange:
26.9% Corporate - Investment Grade:
59.8% Cash:
13.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,675,544,233 | 26.9% |
| Corporate - Investment Grade | $3,724,815,803 | 59.8% |
| Cash | $828,428,933 | 13.3% |
| Total | $6,228,788,969 | 100.0% |