Tony Walker Financial
Tony Walker Financial is an SEC-registered mass-market adviser in Bowling Green, KY with $373.7M assets under management (AUM, regulatory AUM), +19% over one year. See who owns Tony Walker Financial: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 145457, SEC 801-120466, data through 2026-06-15.
- AUM (assets under management / regulatory AUM)
- $373.7M (2026-06-15)
- Firm type
- Mass-Market Adviser
- Location
- Bowling Green, KY
- Employees
- 17
- Clients
- 1,828
- CRD
- 145457
- Ownership
- Jurgens, Carl, William; WALKER, PHILLIP, ANTHONY
How much AUM does Tony Walker Financial have?
Tony Walker Financial reported $373.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-15).
Who owns Tony Walker Financial?
Disclosed owners and executives of Tony Walker Financial include Jurgens, Carl, William, WALKER, PHILLIP, ANTHONY. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.