AFFINITY FINANCIAL - THE WALKER GROUP LLC

AFFINITY FINANCIAL - THE WALKER GROUP LLC is an SEC-registered investment adviser (CRD 286517). Regulatory assets under management: $42.1M.

Registration

• CRD: 286517
• Type: Registered investment adviser
• Phone: (765) 491-6115
• Latest filing: 2026-01-09
• Regulatory AUM: $42.1M
• Discretionary AUM: $42.1M
• Clients: 1
• Accounts: 398

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 286517 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search