WALKTHROUGH
THE COMPANY, INC. Legal Name
Adviser information for WALKTHROUGH last updated from Form ADV on March 14th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 3 |
|---|---|
| Investment Advisory/Research | 1 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 1 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | No |
|---|
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 193 | $0 |
| HNW Individuals | <5 | $0 |
| Banking or thrift institutions | <5 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | <5 | $0 |
| Charitable organizations | 7 | $0 |
| State or municipal gov entities | <5 | $0 |
| Other investment advisers | <5 | $0 |
| Insurance companies | <5 | $0 |
| Sovereign wealth funds and foreign official institutions | <5 | $0 |
| Corporations or other businesses | <5 | $0 |
| Other | 3 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 101-250 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businesses |
|---|---|
| Compensation | Fixed fees |
Identifiers
| SEC RIA File Number | 801-124734 |
|---|---|
| SEC ERA File Number | 801-124734 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 318172 |
| Legal Entity Identifier | None |
Principal Office
1532 PINE STREET APT 1RPHILADELPHIA
PA
United States
Monday - Friday, 9:00 AM - 5:00 PM ET
Tel: 5044284071, Fax: None
Chief Compliance Officer
BENJAMIN BARTOLOME
CO-FOUNDER AND CEO
1532 PINE STREET APT 1R
PHILADELPHIA
PA
United States
Tel:
504-428-4071
B**@*************O
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| Anderson, Eric | Individual | – | OWNER; CHIEF TECHNOLOGY OFFICER | 11/2021 | 25-50% |
| Valentine, Megan | Individual | – | OWNER; CHIEF EXPERIENCE OFFICER | 11/2021 | 25-50% |
| Bartolome, Benjamin, Gabriel | Individual | – | OWNER; CHIEF EXECUTIVE OFFICER; CHIEF FINANCIAL OFFICER; AND CHIEF COMPLIANCE OFFICER | 11/2021 | 25-50% |