Goar, Endriss & Walker, P.a.

Goar, Endriss & Walker, P.a. (CRD# 142160) is a financial advisory firm headquartered in Sarasota, FL. They manage $24,472,939 in 18 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
1590 First Street, Sarasota, FL 34236
http://www.gewcpa.com
By the Numbers
  • Total Assets Under Management
    24
    MILLION
  • Total Number of Accounts
    18
    ACCOUNTS
  • Average Account Value
    $1,359,608
Compensation Options
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL

Financial Advisors at Goar, Endriss & Walker, P.a.
Showing 1 - 1 of 1 top financial advisors.
1
Kathleen Walker, financial advisor
Kathleen R. Walker
CRD#: 5243584
,

Kathleen Walker (CRD# 5243584) is an Investment Advisor Representative working at Goar, Endriss & Walker, P.a. in , 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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