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| Walker Financial Advisors Inc DBA California 457 Benefits
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| |
|---|---|
| CRD # | 106268 |
| SEC # | 801-113658 |
| CIK # | |
| AUM | $190.3 MM (2024-03-25) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 949-367-1961 |
| Address | 27201 Puerta Real, Suite 465 Mission Viejo, CA 92691 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 114 | 46.9 |
| (b) Individuals (high net worth individuals) | 51 | 116.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 26.8 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 352 | 190.3 |
| By Discretionary | ||
| Discretionary | 351 | 163.5 |
| Non-Discretionary | 1 | 26.8 |
| Total | 352 | 190.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 190.3 | |
| Total | 352 | 190.3 |
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|---|---|---|
|
Professional Financial Strategies Inc
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|
NY | 0.2 |
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Philip O Johnson & Company Ltd
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AZ | 0.2 |
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Strategic Retirement Advisors LLC
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Prospect Capital Services Inc
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Madden Funds Management Ltd
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Peterson Financial Group Inc
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Wealthway Financial Advisors
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Sage Financial Advisors Inc
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AZ | 0.2 |
|
Essential Investment Partners LLC
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CO | 0.2 |
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Kiplinger Investment Advisors LLC
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OH | 0.2 |