| Name | Title | Ownership | Since |
|---|---|---|---|
| Clinton Thomas Walkner Control | Managing Member/Chief Compliance Officer | 25-50% | 2012 |
| Keith Alan Poniewaz | Minority Owner | 5-10% | 2021 |
| Mitchell T Dewitt | Minority Owner | 5-10% | 2021 |
Walkner Condon Financial Advisors LLC reports $732.8 million in regulatory assets under management on its Form ADV.
Walkner Condon Financial Advisors LLC reports 13 employees.
Walkner Condon Financial Advisors LLC is based in Madison, WI and has been SEC-registered since 2019.
Walkner Condon Financial Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 3418 Monroe Street, Suite 103, Madison, WI 53711 |
| Phone | 608-234-4127 |
| Fax | N/A |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1817494 |
| Discloses disciplinary history | No |
| Discretionary | $654.4M |
| Non-discretionary | $78.4M |
| Total (RAUM) | $732.8M |