Overview
Assets Under Management: $635 million
Headquarters: COLUMBUS, OH
High-Net-Worth Clients: 241
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 241
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 81.35
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 2,013
Discretionary Accounts: 1,847
Non-Discretionary Accounts: 166
Regulatory Filings
CRD Number: 159564
Last Filing Date: 2025-02-18 00:00:00
Website: https://waller.com