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WALLER FINANCIAL COACHING

WALLER FINANCIAL COACHING, INC.

CRD 172701

Visit website

55 INDEPENDENCE CIRCLE, SUITE 108, CHICO, CA, 95973, United States

Phone

5302067994

Fax

9163576501

Registration

— (—)

Source

State registered

Total AUM

$90.9M

Discretionary AUM

$90.9M

Team

2 total employees; 2 advisory reps

Clients

51-100

Fees

Percentage of AUM; Fixed fees

Org form

Corporation

Filing date

2026-03-17

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Selection of other advisers

Client types

TypeClientsAUM
Individuals10$5.3M
High net worth individuals57$84.7M
Charitable organizations1$892K

All web addresses on file

Official SEC filing: View on IAPD