SEC CRD #801-113658
Walker Financial Advisors is a boutique investment advisory firm specializing in private client asset management and wealth preservation for affluent individuals, retirees, professionals, and business owners. The firm is a fee-only Registered Investment Advisor regulated by the SEC that manages investment portfolios using liquid marketable securities.
SCOTT D. WALKER
CHAIRMAN & CEO
📞 (949) 367-1961
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AUM
$233M
Location
MISSION VIEJO, CA
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