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Building 2WALKER FINANCIAL ADVISORS INC

Map pinMISSION VIEJO, CA
Phone949-367-1961
NotebookSEC #801-113658
Total AUM
$233.3M
Employees
4
Clients
179

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
27201 PUERTA REAL, SUITE 465
MISSION VIEJO
CA 92691
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
949-367-1961

ReceiptFinancials

Total AUM
$233.3M
Accounts
348
Discretionary
$201.1M
Accounts
347
Non-Discretionary
$32.2M
Accounts
1

ContactClients

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Individual Clients
121
AUM
$46.8M
HNW Individual Clients
57
AUM
$154.2M
Government Entity Clients
1
AUM
$32.2M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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