| Name | Title | Ownership | Since |
|---|---|---|---|
| Scott Douglas Walker Control | Chairman & Ceo | Under 5% | 1998 |
| Walker Family Trust Dated 08/14/1996 Control | Revocable Living Trust | Over 75% | 1996 |
| Warren Boyd Isenberg Control | President & Cco | Under 5% | 2002 |
Walker Financial Advisors, Inc. Dba California 457 Benefits reports $216 million in regulatory assets under management on its Form ADV.
Walker Financial Advisors, Inc. Dba California 457 Benefits reports 4 employees.
Walker Financial Advisors, Inc. Dba California 457 Benefits is based in Mission Viejo, CA and has been SEC-registered since 2018.
Walker Financial Advisors, Inc. Dba California 457 Benefits is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 27201 Puerta Real, Suite 465, Mission Viejo, CA 92691 |
| Phone | 949-367-1961 |
| Fax | 949-367-1887 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
| Discretionary | $186.9M |
| Non-discretionary | $29.2M |
| Total (RAUM) | $216M |