WC WALKER & ASSOCIATES, INC.
CRD #305814 SEC #801-117603 FULLERTON, CA 714-446-8750
SEC Registered
Total AUM
$311.2M
Discretionary
$288.2M
Employees
7
Clients
101
Accounts
483
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2022 | $311.2M | $288.2M | $23.1M | 7 | 0 |
| Feb 2021 | $268.5M | $248.4M | $20M | 7 | 0 |
| Nov 2020 | $231M | $231M | $0 | 1 | 0 |
| Jun 2020 | $231M | $231M | $0 | 1 | 0 |
| May 2020 | $167.6M | $142.7M | $24.9M | 1 | 0 |
| Apr 2020 | $167.6M | $142.7M | $24.9M | 1 | 0 |
| Apr 2020 | $167.6M | $142.7M | $24.9M | 1 | 0 |
| Apr 2020 | $167.6M | $142.7M | $24.9M | 1 | 0 |
| Mar 2020 | $167.6M | $142.7M | $24.9M | 1 | 0 |
| Jan 2020 | $0 | $0 | $0 | 1 | 0 |
| Oct 2019 | $0 | $0 | $0 | 1 | 0 |
| Oct 2019 | $0 | $0 | $0 | 1 | 0 |
DateMar 2022
Total AUM$311.2M
Discretionary$288.2M
Non-Disc.$23.1M
Employees7
Clients0
DateFeb 2021
Total AUM$268.5M
Discretionary$248.4M
Non-Disc.$20M
Employees7
Clients0
DateNov 2020
Total AUM$231M
Discretionary$231M
Non-Disc.$0
Employees1
Clients0
DateJun 2020
Total AUM$231M
Discretionary$231M
Non-Disc.$0
Employees1
Clients0
DateMay 2020
Total AUM$167.6M
Discretionary$142.7M
Non-Disc.$24.9M
Employees1
Clients0
DateApr 2020
Total AUM$167.6M
Discretionary$142.7M
Non-Disc.$24.9M
Employees1
Clients0
DateApr 2020
Total AUM$167.6M
Discretionary$142.7M
Non-Disc.$24.9M
Employees1
Clients0
DateApr 2020
Total AUM$167.6M
Discretionary$142.7M
Non-Disc.$24.9M
Employees1
Clients0
DateMar 2020
Total AUM$167.6M
Discretionary$142.7M
Non-Disc.$24.9M
Employees1
Clients0
DateJan 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateOct 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateOct 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0