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Building 2TONY WALKER FINANCIAL

Map pinBOWLING GREEN, KY
Phone270-843-9380
NotebookSEC #801-120466
Total AUM
$373.7M
Employees
17
Clients
1,828

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2451 INDUSTRIAL DRIVE
BOWLING GREEN
KY 42101
United States
Operating Hours
8:00AM - 4:30 PM
MONDAY-THURSDAY
Phone
270-843-9380
Other Offices
2

ReceiptFinancials

Total AUM
$373.7M
Accounts
2,754
Discretionary
$373.7M
Accounts
2,754
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
1,772
AUM
$331M
HNW Individual Clients
56
AUM
$42.7M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLINKYLANCTNTX

HandshakeAffiliates

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

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