Investment adviser · CRD 152694

MARKS THERIOT WALSTON & COMPANY, INC.

Investment adviser filing (IA)

LOS ANGELES, CA, United States · Form ADV filed Jan 16, 2013

Regulatory AUM
$74.1M
Form ADV · Item 5.F
Client accounts
87
Accounts, not individual clients
Employees
2
Reported in this filing
Advisory professionals
2
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Jan 16, 2013. View historical filings

Reported services

Individual portfolio management · Business portfolio management · Selection of other advisers

Compensation

Percentage of assets

Principal office

545 S. FIGUEROA STREET, SUITE 1202
LOS ANGELES, CA, 90071, United States

CRD 152694

Filing source

Form ADV 692740 · Jan 16, 2013 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.