$77.0M Total AUM
$77.0M Disc. AUM
-- 3Y CAGR
8 Employees
40 ADV. Clients
22 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Vanguard
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-22-2004
- Office Locations
- 1
Office Locations
2101 NW Boca Raton Blvd Suite 5 Boca Raton FL
About Walton Rahal Cpas Pllc
Walton Rahal CPAs PLLC is a Boca Raton, FL CPA firm that pairs core accounting and tax work with financial planning and asset management for retail clients. Investment work centers on asset allocation, including mutual funds, annuity solutions, and fixed-income positioning. The firm’s advisory platform includes Schwab and Vanguard custody, plus secure file transfer and online invoice payment.
Team overview
-- AVG AGE
$38.5M AVG AUM / ADVISOR
$1.9M AVG AUM / CLIENT
15.3 yrs AVG TENURE
8 Employees
2 Advisory Reps
0 RIA Reps
22yrs Firm Age
Insights
Available
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Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
R
ROBERT KEITH WALTON
Managing Member, Partner
- CRD
- #4554353
- Ownership
- 75% or more
Available
Available
Available
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A
Alyssa Kelley Clark
--
- CRD
- #6579623
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $77,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $77,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Total | Available | Available |
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