Overview
Assets Under Management: $313 million
Headquarters: BOWLING GREEN, KY
High-Net-Worth Clients: 34
Average Client Assets: $806,964
Frequently Asked Questions
WALKER FINANCIAL SERVICES, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #145457), WALKER FINANCIAL SERVICES, INC. is subject to fiduciary duty under federal law.
WALKER FINANCIAL SERVICES, INC. is headquartered in BOWLING GREEN, KY.
WALKER FINANCIAL SERVICES, INC. serves 34 high-net-worth clients according to their SEC filing dated June 09, 2025. View client details ↓
According to their SEC Form ADV, WALKER FINANCIAL SERVICES, INC. offers financial planning and portfolio management for individuals. View all service details ↓
WALKER FINANCIAL SERVICES, INC. manages $313 million in client assets according to their SEC filing dated June 09, 2025.
According to their SEC Form ADV, WALKER FINANCIAL SERVICES, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 34
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 8.77
Average High-Net-Worth Client Assets: $806,964
Total Client Accounts: 2,711
Discretionary Accounts: 2,711
Regulatory Filings
CRD Number: 145457
Filing ID: 1996258
Last Filing Date: 2025-06-09 16:34:00
Website: https://tonywalkerfinancial.com