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Walter F Baumgartner (Menlo Park)


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.

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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.

Walter F Baumgartner: assets under management

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 firm manages $56.29 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $56.29 million each.
Walter F Baumgartner has custody of $50 million in cash and securities for 1 client in total but doesn’t act as a qualified custodian.

Fees & Commissions

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. 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.

Based in Menlo Park

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.


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