Cherokee & Walker Management

Cherokee & Walker Management (CRD# 160962) is a financial advisory firm headquartered in Salt Lake City, UT. They manage $136,350,095 in 9 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
6440 South Wasatch Boulevard, Suite 200, Salt Lake City, UT 84121
http://redbridgecap.com
By the Numbers
  • Total Assets Under Management
    136
    MILLION
  • Total Number of Accounts
    9
    ACCOUNTS
  • Average Account Value
    $15,150,011
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, UT

Financial Advisors at Cherokee & Walker Management
Showing 1 - 4 of 4 top financial advisors.
1
Paul Erickson, financial advisor Salt Lake City UT
Paul K. Erickson
CRD#: 1569432
6440 South Wasatch Boulevard, Suite 200, Salt Lake City, UT 84121

Paul Erickson (CRD# 1569432) is an Investment Advisor Representative working at Cherokee & Walker Management in Salt Lake City, UT and has over 10 years of experience in the finance industry.

2
James Jenkins, financial advisor Salt Lake City UT
James B. Jenkins
CRD#: 6029120
6440 South Wasatch Boulevard, Suite 200, Salt Lake City, UT 84121

James Jenkins (CRD# 6029120) is an Investment Advisor Representative working at Cherokee & Walker Management in Salt Lake City, UT and has over 10 years of experience in the finance industry.

3
Shane Peery, financial advisor Salt Lake City UT
Shane R. Peery
CRD#: 6029116
6440 South Wasatch Boulevard, Suite 200, Salt Lake City, UT 84121

Shane Peery (CRD# 6029116) is an Investment Advisor Representative working at Cherokee & Walker Management in Salt Lake City, UT and has over 10 years of experience in the finance industry.

4
Ryan Spencer, financial advisor Salt Lake City UT
Ryan M. Spencer
CRD#: 3227565
6440 South Wasatch Boulevard, Suite 200, Salt Lake City, UT 84121

Ryan Spencer (CRD# 3227565) is an Investment Advisor Representative working at Cherokee & Walker Management in Salt Lake City, UT and has over 24 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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