Affinity Financial - The Walker Group LLC
Affinity Financial - The Walker Group LLC (CRD# 286517) is a financial advisory firm headquartered in , . They manage $22,857,759 in 323 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Affinity Financial - The Walker Group LLC
By the Numbers
-
Total Assets Under Management23MILLION
-
Total Number of Accounts323ACCOUNTS
-
Average Account Value$70,767
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
IN, TX
Financial Advisors at Affinity Financial - The Walker Group LLC
1
Samuel Walker (CRD# 6133195) is an Investment Advisor Representative working at Affinity Financial - The Walker Group LLC in Zionsville, IN and has over 10 years of experience in the finance industry.
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