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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 07-30-2001
- Office Locations
- 2
Office Locations
About Walsh Advisors
Walsh Advisors is an independent, boutique RIA providing customized, comprehensive wealth management for individuals and families, trusts, nonprofits, and small businesses. The firm focuses on investment management delivered under a fiduciary standard, often using mutual funds and ETFs alongside fixed income. Custody is primarily through Fidelity/NFS, and the practice limits relationships to keep service personal and conflict-free.
Team overview
Insights
Asset Classes
Custodian
Investment Vehicles
Services
Owner & Executives
Owen Michael Rush
Investment Advisor, President
- CRD
- #7269980
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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CYNTHIA B WALSH
Managing Principal, Founder
- CRD
- #1987510
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $82,050,096 | -- |
| Non-Discretionary | $0 | -- |
| Total | $82,050,096 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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