CRD: 106268
Walker Financial Advisors INC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-20-2006
- Office Locations
- 1
Office Locations
About Walker Financial Advisors INC
Walker Financial Advisors is an independent, SEC-registered, fee-only RIA providing comprehensive wealth management, financial planning, and discretionary portfolio management for successful individuals—especially affluent retirees, professionals, business owners, and widows handling windfalls or inheritances. The firm emphasizes prudent, tax-efficient investing in liquid, marketable securities and supports governmental 457(b) plans. Client assets are custodied at Schwab, and the co-CIOs have worked together since 1998.
Team overview
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Client Personas
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Investment Themes
Investment Vehicles
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Owner & Executives
WARREN BOYD ISENBERG
Chief Compliance Officer, President
- CRD
- #2521124
- Ownership
- Less than 5%
SCOTT DOUGLAS WALKER
Chairman, Chief Executive Officer, Founder
- CRD
- #1362980
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Nicholas Alan Walker
Investment Advisor Representative
- CRD
- #7500533
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $201,050,995 | $579,398 |
| Non-Discretionary | $32,233,353 | $32,233,353 |
| Total | $233,284,348 | $670,357 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Public Funds | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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