Walkner Condon Financial Advisors LLC is a large advisory firm based in Madison. It manages $108.85 million of regulatory assets for 861 client accounts. It has been registered with the SEC as an adviser since 2019 and has operated in the jurisdictions of Illinois, Michigan, Texas, and Wisconsin.
Walkner Condon Financial Advisors provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and educational seminars and workshops. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Walkner Condon Financial Advisors LLC is $108.85 million. The firm's AUM has gone down by -6% since the beginning of its operation, and $1.61 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Walkner Condon Financial Advisors LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, high net worth individuals, and pension and profit sharing plans. The largest group of clients of Walkner Condon Financial Advisors is individuals with 195 clients and $71.04 million of assets under management. Among the 11 most similar advisory firms, Walkner Condon Financial Advisors has the highest percentage of individuals out of all clients.
The amount of regulatory assets under management is $108.85 million for 225 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 1% of the firm’s clients are foreign persons or businesses.
Walkner Condon Financial Advisors doesn't advise any private funds.
The company employs 5 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 5 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees receive compensation from other entities for client referrals.
The principal office where Walkner Condon Financial Advisors LLC performs its advisory services is located at 3418 Monroe Street, Madison, WI 53711, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 608-234-4127 or by fax N/A. The normal business hours are 9:00 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at facebook.com/walknercondon.