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WALKNER CONDON FINANCIAL ADVISORS LLC
3418 Monroe Street
Madison, Wisconsin 53711
Tel: 608-234-4127
About WALKNER CONDON FINANCIAL ADVISORS LLC
WALKNER CONDON FINANCIAL ADVISORS LLC, formally registered with the SEC as WALKNER CONDON FINANCIAL ADVISORS LLC. The firm was established in 03/26/2019. They have over 1 offices throughout the country.
WALKNER CONDON FINANCIAL ADVISORS LLC is a Madison, Wisconsin based Financial Planning firm with nearly $486,677,461 assets under management, offering retirement planning & investment advisory services to 2007 clients. The firm is staffed with 11 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 160109 |
| SEC# | 801-114882 |
| Assets Managed by Firm | $486,677,461 |
| No. of Clients | 2007 |
| No. of Advisors | 11 |
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Pension Consulting Services
- Selection of Other Advisors
- Educational Seminars/ Workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2007 | $486,677,461 |
| Individuals (other than high net worth individuals) | 327 | $117,668,488 |
| High net worth individuals | 215 | $368,511,164 |
| Charitable organizations | 0 | $497,074 |
| Corporations or other businesses | 0 | $735 |
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