Walrus Partners, LLC
Walrus Partners, LLC (CRD# 115071) is a financial advisory firm headquartered in Golden Valley, MN. They manage $4,750,000 in 5 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Walrus Partners, LLC
By the Numbers
-
Total Assets Under Management5MILLION
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Total Number of Accounts5ACCOUNTS
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Average Account Value$950,000
Compensation Options
- A percentage of assets under your management
- Performance-based fees
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, MN
Financial Advisors at Walrus Partners, LLC
1
Scott Billeadeau (CRD# 1682962) is an Investment Advisor Representative working at Walrus Partners, LLC in Golden Valley, MN and has 1 year of experience in the finance industry.
2
Randall Last (CRD# 855060) is an Investment Advisor Representative working at Walrus Partners, LLC in Golden Valley, MN and has over 44 years of experience in the finance industry.
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