R
$13.6M Total AUM
$13.6M Disc. AUM
-- 3Y CAGR
2 Employees
9 ADV. Clients
45 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-29-1981
- Office Locations
- 2
Office Locations
-- Lebanon OH
-- Taylorsville KY
About Robert M Walker & Associates
Robert M Walker & Associates is a Taylorsville-based RIA with 2 offices. The firm has been operating for 45 years. Managing $13.6M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$6.8M AVG AUM / ADVISOR
$1.5M AVG AUM / CLIENT
27.3 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
45yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
R
RICHARD DOUGLAS WALKER
President
- CRD
- #3213365
- Ownership
- 50% but less than 75%
Available
Available
Available
R
ROBERT CRAIG WALKER
Principal, VICE PRESIDENT
- CRD
- #1419667
- Ownership
- 50% but less than 75%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $13,617,775 | -- |
| Non-Discretionary | $0 | -- |
| Total | $13,617,775 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Municipal Bonds:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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