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Building 2CHEROKEE & WALKER MANAGEMENT

Map pinSALT LAKE CITY, UT
Phone801-278-7800
NotebookSEC #801-113327
Total AUM
$100.8M
Employees
5
Clients
9

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6440 SOUTH WASATCH BOULEVARD
SUITE 200
SALT LAKE CITY
UT 84121
United States
Operating Hours
8:30 AM - 5 PM
Monday - Friday
Phone
801-278-7800

ReceiptFinancials

Total AUM
$100.8M
Accounts
9
Discretionary
$94.7M
Accounts
4
Non-Discretionary
$6.2M
Accounts
5

ContactClients

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HNW Individual Clients
4
AUM
$4.1M
Pooled Vehicle Clients
4
AUM
$94.7M
Charitable Organization Clients
1
AUM
$2M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
AZUT

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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