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Building 2WC WALKER & ASSOCIATES, INC.

Map pinFULLERTON, CA
Phone714-446-8750
NotebookSEC #801-117603
Total AUM
$311.2M
Employees
7
Clients
177

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
623 N. HARBOR BLVD.
FULLERTON
CA 92832
United States
Operating Hours
8:00 AM - 4:00 PM
Monday - Friday
Phone
714-446-8750

ReceiptFinancials

Total AUM
$311.2M
Accounts
483
Discretionary
$288.2M
Accounts
478
Non-Discretionary
$23.1M
Accounts
5

ContactClients

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Individual Clients
69
AUM
$24.4M
HNW Individual Clients
71
AUM
$169.8M
Pension/Profit Sharing Plan Clients
27
AUM
$88.2M
Charitable Organization Clients
4
AUM
$7.3M
Corporation or Business Clients
6
AUM
$21.6M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCATX

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

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