Robert M Walker & Associates
RIASEC Registered
Total AUM
$13.6M
Discretionary
$13.6M
100% of AUM
Avg account
$973K
Accounts
14
Employees
2
Advisory reps
2
Firm details
- Headquarters
- ,
- CRD number
- 122671
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for IndividualsPublication of Periodicals
Firm profile
FINTRXOverview
Robert M Walker & Associates is an individually owned corporate advisory firm that serves high-net-worth individuals and families. The firm bills clients on a percentage-of-assets-under-management basis and focuses on discretionary portfolio management for individuals and small businesses. It also produces periodic publications or newsletters as part of its business activities. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities85%
- Cash & Cash Equivalents7%
- State & Local Bonds5%
- Investment Grade Corp Bonds3%
Contacts
2 of 2Richard Walker
Vice President, MarketingCRD 3213365
Robert Walker
Tax PreparerCRD 1419667
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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