WALKER FINANCIAL ADVISORS, INC. DBA CALIFORNIA 457 BENEFITS
Legal name: WALKER FINANCIAL ADVISORS INC
CRD #106268 SEC #801-113658 MISSION VIEJO, CA 949-367-1961
SEC Registered
Total AUM
$216M
Discretionary
$186.9M
Employees
4
Clients
25
Accounts
354
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $216M | $186.9M | $29.2M | 4 | 5 |
| Mar 2025 | $216M | $186.9M | $29.2M | 4 | 5 |
| Mar 2024 | $190.3M | $163.5M | $26.8M | 4 | 5 |
| Mar 2023 | $171.6M | $148.5M | $23.2M | 4 | 5 |
| Mar 2022 | $197M | $171.3M | $25.7M | 4 | 5 |
| Mar 2021 | $167.7M | $140.5M | $27.2M | 3 | 5 |
| Nov 2020 | $147.2M | $122.5M | $24.7M | 3 | 5 |
| Jun 2020 | $147.2M | $122.5M | $24.7M | 3 | 5 |
| Mar 2020 | $147.2M | $122.5M | $24.7M | 3 | 5 |
| Oct 2019 | $125.2M | $103.9M | $21.4M | 3 | 5 |
| Sep 2019 | $125.2M | $103.9M | $21.4M | 3 | 5 |
| Sep 2019 | $125.2M | $103.9M | $21.4M | 3 | 5 |
| Mar 2019 | $125.2M | $103.9M | $21.4M | 3 | 5 |
| Jun 2018 | $129.1M | $109.3M | $19.8M | 3 | 5 |
| Jul 2012 | $78.8M | $64.7M | $14.1M | 1 | 100 |
| Mar 2011 | $78.4M | $63.7M | $14.7M | 5 | -- |
| May 2010 | $70.7M | $57.2M | $13.5M | 5 | -- |
| Mar 2008 | $85.1M | $70.5M | $14.6M | 5 | -- |
| Mar 2007 | $77.8M | $77.8M | $0 | 5 | -- |
| Jan 2006 | $79.7M | $53M | $26.7M | 5 | -- |
| Sep 2005 | $75.7M | $50.7M | $25M | 5 | -- |
| Mar 2004 | $64M | $61.3M | $2.7M | 5 | -- |
DateJun 2025
Total AUM$216M
Discretionary$186.9M
Non-Disc.$29.2M
Employees4
Clients5
DateMar 2025
Total AUM$216M
Discretionary$186.9M
Non-Disc.$29.2M
Employees4
Clients5
DateMar 2024
Total AUM$190.3M
Discretionary$163.5M
Non-Disc.$26.8M
Employees4
Clients5
DateMar 2023
Total AUM$171.6M
Discretionary$148.5M
Non-Disc.$23.2M
Employees4
Clients5
DateMar 2022
Total AUM$197M
Discretionary$171.3M
Non-Disc.$25.7M
Employees4
Clients5
DateMar 2021
Total AUM$167.7M
Discretionary$140.5M
Non-Disc.$27.2M
Employees3
Clients5
DateNov 2020
Total AUM$147.2M
Discretionary$122.5M
Non-Disc.$24.7M
Employees3
Clients5
DateJun 2020
Total AUM$147.2M
Discretionary$122.5M
Non-Disc.$24.7M
Employees3
Clients5
DateMar 2020
Total AUM$147.2M
Discretionary$122.5M
Non-Disc.$24.7M
Employees3
Clients5
DateOct 2019
Total AUM$125.2M
Discretionary$103.9M
Non-Disc.$21.4M
Employees3
Clients5
DateSep 2019
Total AUM$125.2M
Discretionary$103.9M
Non-Disc.$21.4M
Employees3
Clients5
DateSep 2019
Total AUM$125.2M
Discretionary$103.9M
Non-Disc.$21.4M
Employees3
Clients5
DateMar 2019
Total AUM$125.2M
Discretionary$103.9M
Non-Disc.$21.4M
Employees3
Clients5
DateJun 2018
Total AUM$129.1M
Discretionary$109.3M
Non-Disc.$19.8M
Employees3
Clients5
DateJul 2012
Total AUM$78.8M
Discretionary$64.7M
Non-Disc.$14.1M
Employees1
Clients100
DateMar 2011
Total AUM$78.4M
Discretionary$63.7M
Non-Disc.$14.7M
Employees5
Clients--
DateMay 2010
Total AUM$70.7M
Discretionary$57.2M
Non-Disc.$13.5M
Employees5
Clients--
DateMar 2008
Total AUM$85.1M
Discretionary$70.5M
Non-Disc.$14.6M
Employees5
Clients--
DateMar 2007
Total AUM$77.8M
Discretionary$77.8M
Non-Disc.$0
Employees5
Clients--
DateJan 2006
Total AUM$79.7M
Discretionary$53M
Non-Disc.$26.7M
Employees5
Clients--
DateSep 2005
Total AUM$75.7M
Discretionary$50.7M
Non-Disc.$25M
Employees5
Clients--
DateMar 2004
Total AUM$64M
Discretionary$61.3M
Non-Disc.$2.7M
Employees5
Clients--