|
⚲
|
| Walton Financial
✚
|
|
|---|---|
| CRD # | 331634 |
| SEC # | 801-130481 |
| CIK # | |
| AUM | $160.8 M (2025-02-21) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 205-871-0154 |
| Address | 2564 18th Street South Birmingham, AL 35209 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 213 | 66.1 |
| (b) Individuals (high net worth individuals) | 39 | 89.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 7 | 4.4 |
| (n) Other | 0 | 0.0 |
| Total | 524 | 160.8 |
| By Discretionary | ||
| Discretionary | 524 | 160.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 524 | 160.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 160.8 | |
| Total | 524 | 160.8 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Tilden Loucks & Woodnorth LLC
✚
|
IL | 0.2 |
|
Ladd Capital Management LLC
✚
|
CT | 0.2 |
|
Alpha Omega Financial Advisory Inc
✚
|
0.2 | |
|
Cobler Capital Management LLC
✚
|
KS | 0.2 |
|
Golden Gate Personal Financial Planning
✚
|
CA | 0.2 |
|
Durante & Waters LLC
✚
|
NY | 0.2 |
|
Paradigm Capital Management LLC
✚
|
NV | 0.2 |
|
Blueprint Wealth Management Inc
✚
|
MD | 0.2 |
|
Sippican Capital Advisors LLC
✚
|
MA | 0.2 |
|
Global Wealth Strategies LLC
✚
|
CA | 0.2 |