Donald Edward Walston, Jr. is a large advisory firm based in Birmingham. It manages $30.16 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Alabama.
Donald Edward Walston, Jr 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.
The assets under management (AUM) of Donald Edward Walston, Jr. is $30.16 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 a single stream of revenue. Clients pay Donald Edward Walston, Jr. 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.
The principal office where Donald Edward Walston, Jr. performs its advisory services is located at 4237 Sharpsburg Drive, Birmingham, AL 35213, 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 205-874-7930 or by fax 205-874-7930. The normal business hours are 8:00a.m.-3:00p.m. on Monday - Friday.