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William B. Walkup & Associates, Inc.

Overview

Articles

Insights

There are no insights from this firm to display at this time.

Holdings

ETF Holdings

There is no ETF holding data from this firm to display at this time.

Assets

Assets

Last updated on March 31, 2016
    • $85.0M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 71
      Accounts
    • $1.2M
      Estimated Average Account Balance

Services

Firm Services

  • Financial Planning

Firm Client types

Advisors

Current Advisors

# of advisors

3

name start date
Richard Brantley Newsome
January 2007
William Baskin Walkup
April 2009
Christopher Joel Walkup
April 2009

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Walkup Mangement, Inc. -- --

      Leadership

      Ownership

      There is no ownership data available to display at this time.

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      William Baskin Walkup Chief Compliance Officer September, 1992 75% or more
      Christopher Joel Walkup Cfo September, 2001 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Hourly Charges