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CHEROKEE & WALKER MANAGEMENT
6440 South Wasatch Boulevard
Suite 200
Salt Lake City, Utah 84121
Tel: 801-278-7800
About CHEROKEE & WALKER MANAGEMENT
CHEROKEE & WALKER MANAGEMENT, formally registered with the SEC as CHEROKEE & WALKER MANAGEMENT. The firm was established in 05/30/2018. They have over 1 offices throughout the country.
CHEROKEE & WALKER MANAGEMENT is a Salt Lake City, Utah based Financial Planning firm with nearly $136,350,095 assets under management, offering retirement planning & investment advisory services to 9 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 160962 |
| SEC# | 801-113327 |
| Assets Managed by Firm | $136,350,095 |
| No. of Clients | 9 |
| No. of Advisors | 7 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 9 | $136,350,095 |
| High net worth individuals | 3 | $8,242,530 |
| Charitable organizations | 2 | $16,483,867 |
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