CRD: 166894
Walnut Green Asset Management, LLC
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Goldman Sachs · Wilmington Trust
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-08-2013
- Office Locations
- 1
Office Locations
About Walnut Green Asset Management, LLC
Walnut Green Asset Management is a Wilmington, DE RIA founded in 2013 providing wealth management, asset management, and financial planning for retail and institutional clients. The firm uses a low-turnover, tax- and fee-aware approach focused on buying strong businesses at fair prices and holding long term, and it commonly implements portfolios with ETFs. Co-founder Si Hyland also serves on the board of Eleutherian Trust Company.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Vehicles
Services
Owner & Executives
SAMUEL CARPENTER FIECHTER
Manager
- CRD
- #6164284
- Ownership
- 50% but less than 75%
SAMUEL IRENEE HYLAND
Investment Advisor Representative, Manager
- CRD
- #6164283
- Ownership
- 50% but less than 75%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $91,960,418 | -- |
| Non-Discretionary | $0 | -- |
| Total | $91,960,418 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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