Advisor at B.P. Walsh and Co., LLC
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Firm
B.P. Walsh and Co., LLC
Location
Branford, CT 06405
Credentials
Series 63, Series 65
Industry experience
23 years
Brian Walsh is the sole advisor at B.P. Walsh and Co., LLC, an independent registered investment adviser based in Branford, CT. He holds Series 63 and Series 65 designations and has 23 years of industry experience, having founded the firm in 2002. B.P. Walsh and Company manages approximately $11.1 million in discretionary assets for a select client base including high-net-worth individuals and fiduciaries for pension and profit-sharing plans, foundations, and not-for-profit organizations. The firm employs a value-oriented investment approach that integrates fundamental and technical analysis with in-house research, focusing on long-term appreciation or income through a variety of securities, with all account reviews and investment research conducted personally by Mr. Walsh.
Based on B.P. Walsh and Co., LLC
$0 - $750,000: 1.5% $750,001 - $1,000,000: 1.25% $1,000,001+: 1.0%
Account minimum: $750,000
36 Park Place
Branford, CT 06405
Connecticut
B.P. Walsh and Co, LLC
2002 - Present (24 years)
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