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Building 2WALKER FINANCIAL ADVISORS INC

Map pinMISSION VIEJO, CA
Phone949-367-1961
NotebookSEC #801-28135
Total AUM
$78.8M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
26691 PLAZA
SUITE 240
MISSION VIEJO
CA 92691
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
949-367-1961

ReceiptFinancials

Total AUM
$78.8M
Accounts
131
Discretionary
$64.7M
Accounts
130
Non-Discretionary
$14.1M
Accounts
1

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial 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 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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