Walton Rahal Cpas Pllc

Walton Rahal Cpas Pllc (CRD# 142545) is a financial advisory firm headquartered in Boca Raton, FL. They manage $71,000,000 in 138 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details

2101 Nw Boca Raton Blvd, Suite 5, Boca Raton, FL 33431

https://www.waltoncpas.com

By the Numbers

Total Assets Under Management

71

MILLION
Total Number of Accounts

138

ACCOUNTS
Average Account Value

$514,493

Compensation Options

A percentage of assets under your management
Hourly charges
Fixed fees (other than subscription fees)

Advisory Services Offered

Portfolio management for individuals and/or small businesses

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

Financial Advisors at Walton Rahal Cpas Pllc

Showing 1 - 2 of 2 top financial advisors.

Alyssa K. Clark

CRD#: 6579623

2101 Nw Boca Raton Blvd, Suite 5, Boca Raton, FL 33431

Alyssa Clark (CRD# 6579623) is an Investment Advisor Representative working at Walton Rahal Cpas Pllc in Boca Raton, FL and has over 6 years of experience in the finance industry.

Robert K. Walton

CRD#: 4554353

2101 Nw Boca Raton Blvd, Suite 5, Boca Raton, FL 33431

Robert Walton (CRD# 4554353) is an Investment Advisor Representative working at Walton Rahal Cpas Pllc in Boca Raton, FL 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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