TONY WALKER FINANCIAL
  • TONY WALKER FINANCIAL
  • DBA TONY WALKER FINANCIAL
  • WALKER FINANCIAL SERVICES, INC.
  • WALKER FINANCIAL SERVICES
  • DBA TONYWALKERFINANCIAL.COM
  • TONYWALKERFINANCIAL.COM

Adviser Profile

As of Date 06/15/2026
Registration SEC, Approved, 03/05/2021
Other registrations (6)
ADV Location BOWLING GREEN, KY, United States
Contact Info 270 xxxxxxx
Websites
AUM* 373,667,468 19%
of that, discretionary 373,667,468 19%
Number of Employees 17
of those in investment advisory functions 4
Private Fund GAV* 0
Avg Account Size 135,682 18%
% High Net Worth 3.06% 144%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

374M 320M 267M 214M 160M 107M 53M
2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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