J
$3.6M Total AUM
$3.6M Disc. AUM
-- 3Y CAGR
1 Employees
4 ADV. Clients
27 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-18-1999
- Office Locations
- 1
Office Locations
3960 Radio Road Suite 201 Naples FL
About James W. Walker, P.a.
James W. Walker, P.A. is a Naples, FL CPA firm providing tax preparation (including estates, trusts, and international), bookkeeping, small business consulting, and estate/financial planning alongside investment advisory services. The advisory practice uses ETFs and mutual funds and works with retail clients, including entrepreneurs, with custody via Fidelity/NFS.
Team overview
65 AVG AGE
$3.6M AVG AUM / ADVISOR
$895.6K AVG AUM / CLIENT
27.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
27yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
J
JAMES WILLIAM WALKER
Investment Advisor, President
- CRD
- #5210665
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,582,550 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,582,550 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available Private Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
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