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WALKER FINANCIAL ADVISORS INC
WALKER FINANCIAL ADVISORS, INC. DBA CALIFORNIA 457 BENEFITS
CRD 106268 · SEC 801-113658
27201 PUERTA REAL, SUITE 465, MISSION VIEJO, CA, 92691, United States
Phone
949-367-1961
Fax
949-367-1887
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$233.3M
Discretionary AUM
$201.1M
Team
4 total employees; 3 advisory reps; 5 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingPublication of periodicals
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 121 | $46.8M |
| High net worth individuals | 57 | $154.2M |
States served
CA
All web addresses on file
Official SEC filing: View on IAPD