Walt St Investment Management Ltd (Stow)

Name: Walt St Investment Management Ltd
Address: 2824 Sweet Flag Way, Stow, OH, 44224
Telephone: 330-677-1950

Walt St Investment Management Ltd is an adviser based in Stow. It manages $34.98 million of regulatory assets for 387 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Delaware, Maryland, Ohio, and Pennsylvania.

Walt St Investment Management provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Walt St Investment Management: assets under management

The assets under management (AUM) of Walt St Investment Management Ltd is $34.98 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 33% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $34.98 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $90.38 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Walt St Investment Management Ltd 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 Walt St Investment Management Ltd

Jennifer Kay Kratzer has been acting as President since 1 Nov 1998. Walter Joseph Sokira joined the executive team most recently as the Portfolio Manager/Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Jennifer Kay Kratzer	President/member	1 Nov 1998	50% - 75%	2873822
Walter Joseph Sokira	Portfolio strategist/member	1 Nov 1998	50% - 75%	2263530
Jennifer Kay Sokira	President/member	1 Nov 1998	75% - 100%	2873822
Walter Joseph Sokira	Portfolio manager/compliance officer	1 Dec 1998	Other	2263530

Based in Stow

The principal office where Walt St Investment Management Ltd performs its advisory services is located at 2824 Sweet Flag Way, Stow, OH 44224, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 330-677-1950 or by fax 330-677-1950 CALL FIRST. The normal business hours are daily by appointment on Monday - Friday. You can find more information about the New York firm at www.waltst.com.