Investment adviser · CRD 309300

WALNUT STREET INVESTMENT ADVISORS LLC

Investment adviser filing (IA)

CINCINNATI, OH, United States · Form ADV filed May 15, 2020

Regulatory AUM
$0
Form ADV · Item 5.F
Client accounts
0
Accounts, not individual clients
Employees
16
Reported in this filing
Advisory professionals
7
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: May 15, 2020. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers

Compensation

Percentage of assets · Hourly · Fixed

Principal office

700 WALNUT ST, SUITE 600
CINCINNATI, OH, 45202, United States

CRD 309300

Filing source

Form ADV 1423302 · May 15, 2020 · 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.