Overview
Assets Under Management: $313 million
Headquarters: BOWLING GREEN, KY
High-Net-Worth Clients: 4
Average Client Assets: $71 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 4
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 91.23
Average High-Net-Worth Client Assets: $71 million
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