WILLIAM B. WALKUP & ASSOCIATES, INC. - Financial Advisor in South Carolina, Columbia

Tel: 803-462-9395 142 Atrium Way Columbia, South Carolina 29223-6301

About WILLIAM B. WALKUP & ASSOCIATES, INC.

WILLIAM B. WALKUP & ASSOCIATES, INC. is a Columbia, South Carolina based financial advisory firm with nearly $152,212,270 in assets under management and provides investment advisory services for 64 clients. There are currently 4 financial advisors at the firm.

General Information

Firm CRD#:

135533

Firm SEC#:

801-126904

Assets Under Management:

$152,212,270

No. of Clients:

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles

Fee Structure:

A percentage of AUM

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