Cherokee & Walker Management

Cherokee & Walker Management (CRD# 160962) is a financial advisory firm headquartered in Salt Lake City, UT. They manage $85,277,923 in 4 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    85
    MILLION
  • Total Number of Accounts
    4
    ACCOUNTS
  • Average Account Value
    $21,319,481
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

UT

Financial Advisors at Cherokee & Walker Management
Showing 1 - 5 of 5 top financial advisors.
1
James W. Jenkins
CRD#: 1032268
6440 South Wasatch Boulevard, Suite 200, Salt Lake City, UT 84121
96
Wealthminder
score

James Jenkins (CRD# 1032268) is an Investment Advisor Representative working at Cherokee & Walker Management in Salt Lake City, UT and has over 34 years of experience in the finance industry.

2
Ryan M. Spencer
CRD#: 3227565
6440 South Wasatch Boulevard, Suite 200, Salt Lake City, UT 84121
93
Wealthminder
score

Ryan Spencer (CRD# 3227565) is an Investment Advisor Representative working at Cherokee & Walker Management in Salt Lake City, UT and has over 17 years of experience in the finance industry.

3
Paul K. Erickson
CRD#: 1569432
6440 South Wasatch Boulevard, Suite 200, Salt Lake City, UT 84121
89
Wealthminder
score

Paul Erickson (CRD# 1569432) is an Investment Advisor Representative working at Cherokee & Walker Management in Salt Lake City, UT and has over 3 years of experience in the finance industry.

4
Shane R. Peery
CRD#: 6029116
6440 South Wasatch Boulevard, Suite 200, Salt Lake City, UT 84121
89
Wealthminder
score

Shane Peery (CRD# 6029116) is an Investment Advisor Representative working at Cherokee & Walker Management in Salt Lake City, UT and has over 3 years of experience in the finance industry.

5
James B. Jenkins
CRD#: 6029120
6440 South Wasatch Boulevard, Suite 200, Salt Lake City, UT 84121
77
Wealthminder
score

James Jenkins (CRD# 6029120) is an Investment Advisor Representative working at Cherokee & Walker Management in Salt Lake City, UT and has over 3 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.