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Walker Financial Services, Inc.

● SEC registered since 2021CRD 145457SEC# 801-120466Bowling Green, KY
Export (members)
Reg. AUM
$312.8M
Employees
17
Accounts
2,711
Location
Bowling Green, KY

Walker Financial Services, Inc. assets under management

Walker Financial Services, Inc. is an investment advisory firm registered with the SEC based in Bowling Green, KY. The firm has been registered since 2021. It reports $312.8 million in regulatory assets under management and employs 17 people.
www.youtube.com/user/tonywalkerfinancialView on SEC.gov ↗

Walker Financial Services, Inc. owners & executives

2 reported
NameTitleOwnershipSince
Carl William JurgensChief Compliance OfficerUnder 5%2020
Phillip Anthony Walker ControlPresident/DirectorOver 75%1991

Frequently asked questions

How much does Walker Financial Services, Inc. manage?

Walker Financial Services, Inc. reports $312.8 million in regulatory assets under management on its Form ADV.

How many employees does Walker Financial Services, Inc. have?

Walker Financial Services, Inc. reports 17 employees.

Where is Walker Financial Services, Inc. located?

Walker Financial Services, Inc. is based in Bowling Green, KY and has been SEC-registered since 2021.

Does Walker Financial Services, Inc. disclose fund performance?

Walker Financial Services, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2451 Industrial Drive, Bowling Green, KY 42101
Phone270-843-9380
Fax270-843-0988
Office hours8:00a.m. - 4:30 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$312.8M
Non-discretionary$0
Total (RAUM)$312.8M