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Building 2WALTON FINANCIAL

Map pinBIRMINGHAM, AL
Phone(205) 871-0154
NotebookSEC #801-130481
Total AUM
$182.9M
Employees
4
Clients
257

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2564 18TH STREET SOUTH
BIRMINGHAM
AL 35209
United States
Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Phone
(205) 871-0154

ReceiptFinancials

Total AUM
$182.9M
Accounts
526
Discretionary
$182.9M
Accounts
526
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
199
AUM
$62.7M
HNW Individual Clients
49
AUM
$115.7M
Charitable Organization Clients
1
AUM
$738.7K
Corporation or Business Clients
8
AUM
$3.8M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALFLGALANCTNTX

HandshakeAffiliates

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

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