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Home > Retirement Planners > kentucky > bowling green > TONY WALKER FINANCIAL
TONY WALKER FINANCIAL
2451 Industrial Drive
Bowling Green, Kentucky 42101
Tel: 270-843-9380
About TONY WALKER FINANCIAL
TONY WALKER FINANCIAL, formally registered with the SEC as TONY WALKER FINANCIAL. The firm was established in 03/05/2021. They have over 3 offices throughout the country.
TONY WALKER FINANCIAL is a Bowling Green, Kentucky based Financial Planning firm with nearly $312,825,099 assets under management, offering retirement planning & investment advisory services to 2711 clients. The firm is staffed with 17 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 145457 |
| SEC# | 801-120466 |
| Assets Managed by Firm | $312,825,099 |
| No. of Clients | 2711 |
| No. of Advisors | 17 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2711 | $312,825,099 |
| Individuals (other than high net worth individuals) | 2677 | $285,388,314 |
| High net worth individuals | 34 | $27,436,785 |
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