Walker Financial Advisors, Inc. Dba California 457 Benefits
● SEC registered since 2018CRD 106268SEC# 801-113658Mission Viejo, CA
Reg. AUM
$233.3M
Employees
4
Accounts
348
Location
Mission Viejo, CA
Walker Financial Advisors, Inc. Dba California 457 Benefits assets under management
Walker Financial Advisors, Inc. Dba California 457 Benefits is an SEC-registered investment adviser based in Mission Viejo, CA. The firm has been registered since 2018. It reports $233.3 million in regulatory assets under management and employs 4 people.
Walker Financial Advisors, Inc. Dba California 457 Benefits owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Scott Douglas Walker Control | Chairman & Ceo | Under 5% | 1998 |
| Walker Family Trust Dated 08/14/1996 Control | Revocable Living Trust | Over 75% | 1996 |
| Warren Boyd Isenberg Control | President & Cco | Under 5% | 2002 |
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Join to unlock · $37/moFrequently asked questions
How much does Walker Financial Advisors, Inc. Dba California 457 Benefits manage?
Walker Financial Advisors, Inc. Dba California 457 Benefits reports $233.3 million in regulatory assets under management on its Form ADV.
How many employees does Walker Financial Advisors, Inc. Dba California 457 Benefits have?
Walker Financial Advisors, Inc. Dba California 457 Benefits reports 4 employees.
Where is Walker Financial Advisors, Inc. Dba California 457 Benefits located?
Walker Financial Advisors, Inc. Dba California 457 Benefits is based in Mission Viejo, CA and has been SEC-registered since 2018.
Does Walker Financial Advisors, Inc. Dba California 457 Benefits disclose fund performance?
Walker Financial Advisors, Inc. Dba California 457 Benefits is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 27201 Puerta Real, Suite 465, Mission Viejo, CA 92691 |
| Phone | 949-367-1961 |
| Fax | 949-367-1887 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$233.3M▲ 8%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 70%
Larger than 30% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$233.3Mregulatory AUM
Discretionary $201.1MNon-discretionary $32.2M