Walker Asset Management, LLC

EST. AUM
$315,347,630

CONTACTS

CLIENT ACCOUNTS
422

Firm Details

Metro area Tulsa
CRD Number 284951
Website walkerassetmanagement.com
Client types

Overview

Walker Asset Management, LLC (WAM) is an independent, boutique SEC-registered investment adviser headquartered in the Springfield–Verona region of Missouri. Founded in 2016 by CEO and portfolio manager Robin Walker, the firm operates under a strict fiduciary standard, providing personalized portfolio management and comprehensive financial planning services to individuals, affluent families, and multi-generational trusts. WAM utilizes a transparent wrap-fee structure that combines investment management, portfolio oversight, and custodial transaction costs into a single fee arrangement. The firm’s investment philosophy emphasizes long-term diversification and disciplined asset allocation rather than short-term market speculation, constructing portfolios with individual equities, fixed-income securities, and low-cost exchange-traded funds custodied through Charles Schwab.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Walker Asset Management, LLC

Platform Details

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