Walrus Partners, LLC is an adviser based in Golden Valley. It manages $28.05 million of regulatory assets for 34 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdictions of California, Florida, Massachusetts, and Minnesota.
Walrus Partners provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Walrus Partners, LLC is $28.05 million. The firm's AUM has grown by 12% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Walrus Partners, LLC for their services and products based on a percentage of assets under management and performance-based fees. 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.
The principal office where Walrus Partners, LLC performs its advisory services is located at 5020 Colonial Drive, Golden Valley, MN 55416 1105 The mailing address of the firm is 8014 Olson Memorial Hwy, Minneapolis, MN 55427 4712. An additional office of the firm is in Ashland, MA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 763-595-7074 or by fax 763-595-7076. The normal business hours are 8:00 a.m. thru 5:00 p.m. on Monday - Friday.