WALTON FINANCIAL
CRD #331634 SEC #801-130481 BIRMINGHAM, AL (205) 871-0154
SEC Registered
Total AUM
$160.8M
Discretionary
$160.8M
Employees
4
Clients
26
Accounts
524
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $160.8M | $160.8M | $0 | 4 | 0 |
| Feb 2025 | $160.8M | $160.8M | $0 | 4 | 0 |
| Oct 2024 | $147.9M | $147.9M | $0 | 4 | 0 |
DateSep 2025
Total AUM$160.8M
Discretionary$160.8M
Non-Disc.$0
Employees4
Clients0
DateFeb 2025
Total AUM$160.8M
Discretionary$160.8M
Non-Disc.$0
Employees4
Clients0
DateOct 2024
Total AUM$147.9M
Discretionary$147.9M
Non-Disc.$0
Employees4
Clients0