WALKER FINANCIAL SERVICES, INC.
Legal name: TONY WALKER FINANCIAL
CRD #145457 SEC #801-120466 BOWLING GREEN, KY 270-843-9380
SEC Registered
Total AUM
$312.8M
Discretionary
$312.8M
Employees
17
Clients
--
Accounts
2,711
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $312.8M | $312.8M | $0 | 17 | 225 |
| Feb 2025 | $312.8M | $312.8M | $0 | 17 | 225 |
| Dec 2024 | $239.3M | $239.3M | $0 | 14 | 225 |
| Oct 2024 | $239.3M | $239.3M | $0 | 14 | 225 |
| Apr 2024 | $239.3M | $239.3M | $0 | 14 | 225 |
| Feb 2024 | $239.3M | $239.3M | $0 | 14 | 225 |
| Jul 2023 | $189.8M | $189.8M | $0 | 12 | 200 |
| Feb 2023 | $189.8M | $189.8M | $0 | 12 | 200 |
| May 2022 | $184.6M | $184.6M | $0 | 11 | 160 |
| Mar 2022 | $184.6M | $184.6M | $0 | 11 | 160 |
| Mar 2021 | $127.4M | $127.4M | $0 | 11 | 140 |
| Mar 2021 | $127.4M | $127.4M | $0 | 11 | 140 |
| Feb 2021 | $127.4M | $127.4M | $0 | 11 | 140 |
DateJun 2025
Total AUM$312.8M
Discretionary$312.8M
Non-Disc.$0
Employees17
Clients225
DateFeb 2025
Total AUM$312.8M
Discretionary$312.8M
Non-Disc.$0
Employees17
Clients225
DateDec 2024
Total AUM$239.3M
Discretionary$239.3M
Non-Disc.$0
Employees14
Clients225
DateOct 2024
Total AUM$239.3M
Discretionary$239.3M
Non-Disc.$0
Employees14
Clients225
DateApr 2024
Total AUM$239.3M
Discretionary$239.3M
Non-Disc.$0
Employees14
Clients225
DateFeb 2024
Total AUM$239.3M
Discretionary$239.3M
Non-Disc.$0
Employees14
Clients225
DateJul 2023
Total AUM$189.8M
Discretionary$189.8M
Non-Disc.$0
Employees12
Clients200
DateFeb 2023
Total AUM$189.8M
Discretionary$189.8M
Non-Disc.$0
Employees12
Clients200
DateMay 2022
Total AUM$184.6M
Discretionary$184.6M
Non-Disc.$0
Employees11
Clients160
DateMar 2022
Total AUM$184.6M
Discretionary$184.6M
Non-Disc.$0
Employees11
Clients160
DateMar 2021
Total AUM$127.4M
Discretionary$127.4M
Non-Disc.$0
Employees11
Clients140
DateMar 2021
Total AUM$127.4M
Discretionary$127.4M
Non-Disc.$0
Employees11
Clients140
DateFeb 2021
Total AUM$127.4M
Discretionary$127.4M
Non-Disc.$0
Employees11
Clients140