Walker Asset Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 284951
- Registered since
- September 7, 2016
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI85.46%
- Individuals13.34%
- Pension & Profit Sharing Plans1.11%
- Corporations / Businesses0.05%
- Charitable Organizations0.04%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Walker Asset Management, LLC is an independent registered investment adviser that registered with the SEC in 2016. Structured as a limited liability company and owned by an individual, the firm focuses on serving individual and family clients through a fee model based on a percentage of assets under management. Its primary advisory services are financial planning and portfolio management for individuals and small businesses. The firm does not identify as an active ESG investor, is not described as a multi-state or pension consultant adviser, and is not a capital allocator or related adviser.
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 Equities55%
- Public Funds/Mutual Funds39%
- Cash & Cash Equivalents4%
- State & Local Bonds2%
Owners & executives
2 of 2
Dennis Walker
Chief Executive OfficerCRD 1058338
Molly Crider
Chief Compliance Officer & Chief Operating OfficerCRD 4683898
Contacts
1 of 1Leeandra Ennes
Client Service RepresentativeCRD 7720100
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 44Active vs passive
$59.4M in ETFs
75%
$44.5M
22%
$14.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| MOTLEY FOOL 100 INDEX ETF (TMFC) | Passive | Large Growth | $6.5M | 81,720 | 11.02% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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