Walker Asset Management is an investment advisor in Verona with $200.84 mm assets under management.
Company profile
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
813426096
SEC advisor number
801-108310
FINRA CRD number
284951
AUM ?
$200.84 mm
(as of 18 Feb 22)
Accounts
386
(as of 18 Feb 22)
Employees
3
(1 investment advisory or research)
Office hours
BY APPOINTMENT, BY APPOINTMENT
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Walker, Dennis | Manager, Member | 08/2016 | > 75% |
Crider, Molly, Mcgowan | Chief Compliance Officer and Chief Operations Officer | 10/2019 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
10 Apr 24
13F-HR
Quarterly holdings report by institutional manager
8 Jan 24
13F-HR
Quarterly holdings report by institutional manager
27 Oct 23
13F-HR
Quarterly holdings report by institutional manager
13 Jul 23
13F-HR
Quarterly holdings report by institutional manager
11 Apr 23
13F-HR
Quarterly holdings report by institutional manager
1 Feb 23
13F-HR
Quarterly holdings report by institutional manager
11 Oct 22
13F-HR/A
Quarterly holdings report by institutional manager (amended)
29 Jul 22
13F-HR
Quarterly holdings report by institutional manager
25 Jul 22
13F-HR
Quarterly holdings report by institutional manager
14 Apr 22