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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 04-20-2006
- Office Locations
- 1
Office Locations
About Walnut Investment Services LLC
Walnut Investment Services LLC is an independent RIA founded in 2000 in Park Slope, Brooklyn, providing personalized financial planning and investment management for individuals, families, and small businesses. Managing partners Mark Blinderman and accountant/EA Harvey Kraus integrate portfolio guidance with tax-aware planning. Custodies through Fidelity/NFS; named a New York Magazine Five Star Wealth Manager (2016).
Team overview
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Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
MARK BLINDERMAN
Chief Compliance Officer, Investment Advisor, Managing Partner
- CRD
- #4519825
- Ownership
- 50% but less than 75%
HARVEY M KRAUS
Agent, Managing Partner
- CRD
- #4519827
- Ownership
- 50% but less than 75%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $94,000,000 | $305,195 |
| Non-Discretionary | $0 | -- |
| Total | $94,000,000 | $305,195 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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