Myers, Walter L
RIASEC Registered
Total AUM
$3.3M
Discretionary
$0
0% of AUM
Avg account
$256K
Accounts
13
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 151436
- Fee structure
- Percentage of AUM, Fixed Fees, Commissions
- Client types
- HNWI62.94%
- Individuals37.06%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Myers, Walter L operates as a sole-proprietorship independent registered investment adviser focused on individual and family clients. Walter L. Myers provides financial planning and portfolio management services targeted at individuals and small businesses. The firm charges a mix of percentage-of-AUM fees, fixed fees and commissions, and it does not present itself as a capital allocator to third-party alternative managers. Myers is not an active ESG investor and does not operate as a multistate adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities55%
- Cash & Cash Equivalents30%
- Non-Exchange Traded Equities10%
- Derivatives5%
Contacts
1 of 1Walter Myers
CRD 344257
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations