RIADelta · Form ADV amended

WALKER FINANCIAL SERVICES, INC.

Form ADV filing recorded 2026-07-23 · CRD 145457 · $373.7 million regulatory AUM

EventForm ADV amended
Effective2026-07-23

On 2026-07-23 the SEC recorded a Form ADV filing for WALKER FINANCIAL SERVICES, INC. (CRD 145457). The filing reports $373.7 million in regulatory assets under management. 17 employees. Form ADV content is self-reported by the adviser and is not verified by the SEC or by us.

Reported facts

Firm crd number
145457
Legal name
WALKER FINANCIAL SERVICES, INC.
Filed on
2026-07-23
Regulatory aum usd
$373,667,468
Total employees
17
Reports disclosure
No

Every field above is as sec_iapd_adviser_feed published it. Nothing on this page is our interpretation.

Provenance

Source
sec_iapd_adviser_feed
Source record
145457
Snapshot hash
c472e0ed99bc52686524da347076ad740dd07caf6ca14252ad569b0ae7923a52
Source URL
https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_FIRM_SEC_Feed_09_01_2026.xml.gz
Observed
2026-09-08T16:22:09.483Z
Transform
sec_iapd_firm_to_adviser v1
Event rule
sec_iapd_adviser_filed v1
Event key
4e81474e8b28fa3c7d3063975ec0b3927f6dfbad590862cb66dd07d31fe55a0d
Signal type
ria_filing.amended

Source terms that apply

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Source: SEC Investment Adviser Public Disclosure (IAPD) Form ADV data