Overview
Assets Under Management: $1.3 billion
Headquarters: MALTA, NY
High-Net-Worth Clients: 19
Average Client Assets: $4.3 million
Frequently Asked Questions
WALTHAUSEN & CO., LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #144996), WALTHAUSEN & CO., LLC is subject to fiduciary duty under federal law.
WALTHAUSEN & CO., LLC is headquartered in MALTA, NY.
WALTHAUSEN & CO., LLC serves 19 high-net-worth clients according to their SEC filing dated August 09, 2018. View client details ↓
According to their SEC Form ADV, WALTHAUSEN & CO., LLC offers portfolio management for individuals, portfolio management for businesses, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. View all service details ↓
WALTHAUSEN & CO., LLC manages $1.3 billion in client assets according to their SEC filing dated August 09, 2018.
According to their SEC Form ADV, WALTHAUSEN & CO., LLC serves high-net-worth individuals, businesses, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 19
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 6.55%
Average Client Assets: $4.3 million
Total Client Accounts: 42
Discretionary Accounts: 42
Regulatory Filings
CRD Number: 144996
Filing ID: 1233825
Last Filing Date: 2018-08-09 09:23:00