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CHEROKEE & WALKER MANAGEMENT
CHEROKEE & WALKER MANAGEMENT, LLC
CRD 160962 · SEC 801-113327
6440 SOUTH WASATCH BOULEVARD, SUITE 200, SALT LAKE CITY, UT, 84121, United States
Phone
801-278-7800
Fax
801-278-7818
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$100.8M
Discretionary AUM
$94.7M
Team
5 total employees; 4 advisory reps
Clients
—
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-09
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (pooled vehicles)
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 4 | $4.1M |
| Pooled investment vehicles | 4 | $94.7M |
| Charitable organizations | 1 | $2.0M |
States served
AZ, UT
All web addresses on file
Official SEC filing: View on IAPD