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Building 2WALKNER CONDON FINANCIAL ADVISORS LLC

Map pinMADISON, WI
Phone608-234-4127
NotebookSEC #801-114882
Total AUM
$1B
Employees
18
Clients
805

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3418 MONROE STREET
MADISON
WI 53711
United States
Operating Hours
9:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
608-234-4127
Other Offices
2

ReceiptFinancials

Total AUM
$1B
Accounts
3,164
Discretionary
$968.8M
Accounts
2,939
Non-Discretionary
$62.4M
Accounts
225

ContactClients

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Individual Clients
472
AUM
$268.1M
HNW Individual Clients
327
AUM
$757.8M
Charitable Organization Clients
4
AUM
$3.7M
Corporation or Business Clients
2
AUM
$1.6M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLILINMAMIMNNENYPATXVAWAWI

HandshakeAffiliates

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

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