Elizabeth Baird Walton

1919 Investment Counsel, LLC

34 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningCharitable GivingFinancial Planning & CoachingHigh Net Worth

1919 Investment Counsel, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

32 advisors

Number of Clients

5,137 clients

Average Client Portfolio

$4.7M average

Assets Under Management

$24.0B

Fee Structure

Minimum Investment:$2M

Location

787 Seventh Avenue, 12th Floor, New York, NY, 10019

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

1919 Investment Counsel, LLC

January 2005 - Present · 21 yrs 1 mo

Previous Registrations

Deutsche Investment Management Americas INC.

August 1991 - February 2005 · 13 yrs 6 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.