Walker Financial Services, Inc.
● SEC registered since 2021CRD 145457SEC# 801-120466Bowling Green, KY
Reg. AUM
$373.7M
Employees
17
Accounts
2,754
Location
Bowling Green, KY
Walker Financial Services, Inc. assets under management
Walker Financial Services, Inc. is an investment advisory firm registered with the SEC based in Bowling Green, KY. The firm has been registered since 2021. It reports $373.7 million in regulatory assets under management and employs 17 people.
Walker Financial Services, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Carl William Jurgens | Chief Compliance Officer | Under 5% | 2020 |
| Phillip Anthony Walker Control | President/Director | Over 75% | 1991 |
Frequently asked questions
How much does Walker Financial Services, Inc. manage?
Walker Financial Services, Inc. reports $373.7 million in regulatory assets under management on its Form ADV.
How many employees does Walker Financial Services, Inc. have?
Walker Financial Services, Inc. reports 17 employees.
Where is Walker Financial Services, Inc. located?
Walker Financial Services, Inc. is based in Bowling Green, KY and has been SEC-registered since 2021.
Does Walker Financial Services, Inc. disclose fund performance?
Walker Financial Services, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2451 Industrial Drive, Bowling Green, KY 42101 |
| Phone | 270-843-9380 |
| Fax | 270-843-0988 |
| Office hours | 8:00a.m. - 4:30 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$373.7M▲ 19%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 56%
Larger than 44% of 16,271 advisers
EmployeesTop 28%
More than 72% of 16,825 advisers
Assets under management
$373.7Mregulatory AUM
Discretionary $373.7M