Walter F Baumgartner is an adviser based in Menlo Park. It manages $56.29 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2011.
Walter F Baumgartner provides 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 Walter F Baumgartner is $56.29 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% 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 Walter F Baumgartner for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Walter F Baumgartner performs its advisory services is located at Suite 160, Menlo Park, CA 94025, 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 650-854-4193 or by fax 650-854-0154. The normal business hours are 8:30 am to 4:00 pm on Monday - Friday. You can find more information about the New York firm at www.cypressgrowth.com.