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| Happy Holidays!! thanks for using AUM13F!! |
| Walker Financial Services Inc
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|---|---|
| CRD # | 145457 |
| SEC # | 801-120466 |
| CIK # | 0001965479 |
| AUM | $312.8 M (2025-06-09) |
| Employees | 17 (24% Investors, 0% Brokers) |
| Phone | 270-843-9380 |
| Address | 2451 Industrial Drive Bowling Green, KY 42101 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 3.9 | ||
| Coca Cola Co | 2.4 | ||
| Trebia Acquisition Corp | 2.3 | ||
| Apple Inc | 1.4 | ||
| Wal Mart Stores Inc | 0.8 | ||
| Verisk Analytics Inc | 0.6 | ||
| J P Morgan Chase & Co | 0.5 | ||
| Sysco Corp | 0.5 | ||
| Nvidia Corp | 0.3 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,677 | 285.4 |
| (b) Individuals (high net worth individuals) | 34 | 27.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,711 | 312.8 |
| By Discretionary | ||
| Discretionary | 2,711 | 312.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,711 | 312.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 312.8 | |
| Total | 2,711 | 312.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001965479] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
JBR Co Financial Management Inc
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OK | 0.3 |
|
Midwest Heritage Bank FSB
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IA | 0.3 |
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Dean Roland Russell LLC
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CA | 0.3 |
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Bouvel Investment Partners LLC
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PA | 0.3 |
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Merit Financial Partners LLC
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NY | 0.3 |
|
Pillar Financial Advisors LLC
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|
KY | 0.3 |
|
Scholtz & Company LLC
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CT | 0.3 |
|
Philip Vongontard CFA LLC
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|
MO | 0.3 |
|
International Money Matters Private Limited
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|
0.3 | |
|
United Wealth Management LLC
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|
0.3 |