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JAMES W. WALKER, P.A.
CRD 110863
3960 RADIO ROAD, SUITE 201, NAPLES, FL, 34104-3746, United States
Phone
239-649-5588
Fax
239-649-7887
Registration
— (—)
Source
State registered
Total AUM
$3.6M
Discretionary AUM
$3.6M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-17
Disciplinary history
No
Services
Portfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1 | $257K |
| High net worth individuals | 3 | $3.3M |
All web addresses on file
Official SEC filing: View on IAPD