WALKER FINANCIAL ADVISORS, INC. DBA CALIFORNIA 457 BENEFITS
Doing business as WALKER FINANCIAL ADVISORS INC. SEC Form ADV profile.
Total regulatory AUM
$233,284,348
Discretionary
$201,050,995
Non-discretionary
$32,233,353
Firm details
- CRD number
- 106268
- SEC file number
- 801-113658
- Main office
- MISSION VIEJO, CA, United States
- Employees
- 4
- SEC status
- Approved
- Website
- https://www.walkerfinancial.com
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of November 2026.