Walson & Associates Inc (Las Vegas)

Walson & Associates Inc is an adviser based in Las Vegas. It manages $59.07 million of regulatory assets for 206 client accounts. It has been registered with the SEC as an adviser since 2001.

Walson & Associates provides portfolio management for individuals and small businesses. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Walson & Associates: assets under management

The assets under management (AUM) of Walson & Associates Inc is $59.07 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 109% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $59.07 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $286.75 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Walson & Associates Inc for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Walson & Associates Inc

Ralph "Barry" Walson has been acting as President since 1 Jun 1972. Lowell Richard Runyon joined the executive team most recently as the Vice President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Ralph "Barry" Walson	Chairman	1 Jun 1972	50% - 75%	4345780
Lowell Richard Runyon	Vice president	1 Jan 1997	50% - 75%	4345781
Forrest Graham Walson	President	1 Jan 1997	Other	2241873

Based in Las Vegas

The principal office where Walson & Associates Inc performs its advisory services is located at 11946 Port Labelle, Las Vegas, NV 89141, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.