W
$52.8M Total AUM
$45.4M Disc. AUM
-- 3Y CAGR
3 Employees
111 ADV. Clients
3 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-28-2022
- Office Locations
- 1
Office Locations
130 N. Prospect St., Suite A Granville OH
About Walden Financial
Walden Financial is a Granville-based RIA. The firm has been operating for 3 years. Managing $52.8M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
40 AVG AGE
$52.8M AVG AUM / ADVISOR
$475.8K AVG AUM / CLIENT
3.7 yrs AVG TENURE
3 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
J
JOSHUA ANDREW DANDURAND
Chief Compliance Officer, FOUNDER, Wealth Advisor
- CRD
- #6188347
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $45,388,884 | -- |
| Non-Discretionary | $7,425,104 | -- |
| Total | $52,813,988 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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