


Walsh Asset Management Revenue
Investment Management • Mariemont, Ohio, United States • 1-10 Employees
Walsh Asset Management revenue & valuation
| Annual revenue | $3,543,825 |
| Revenue per employee | $1,182,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $11,400,000 |
| Total funding | No funding |
Key Contact at Walsh Asset Management
Holly Buckingham Walsh
Director Of Business Development
Company overview
| Headquarters | 3914 Miami Road, Suite 201, Cincinnati, OH 45227, US |
| Phone number | +15132718888 |
| Website | |
| NAICS | 5231 |
| SIC | 736 |
| Keywords | Retirement Planning, Investment Management, Business Retirement Plans |
| Founded | 1999 |
| Employees | 1-10 |
| Socials |
About Walsh Asset Management
We provide investment management for individuals, businesses, retirement plans and foundations. In conjunction with plan administrators, we help the plan sponsor coordinate the investment process of business retirement plans, including 401(k) plans, profit sharing plans, SEP plans, SIMPLE plans and money purchase pension plans. Bridging the investment management and retirement plan segments, we assist individuals in creating custom retirement plans.
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Walsh Asset Management has never raised funding before.
Walsh Asset Management Tech Stack
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Frequently asked questions
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