WC Walker & Associates is based out of Fullerton. WC Walker & Associates is a large advisory firm with 188 clients and discretionary assets under management (AUM) of $230,970,104 (Form ADV from 2020-11-03). Their last reported 13F filing for Q1 2021 included $176,205,000 in managed 13F securities and a top 10 holdings concentration of 50.24%. WC Walker & Associates's largest holding is Invesco QQQ Trust Series 1 with shares held of 49,046. Whalewisdom has at least 2 13F filings
: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
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|SEC Registration as :||Large Advisory Firm|
|Form of Organization:||Corporation|
|Number of employees:||1|
|Other Business Activities:|
|Advisor Fees/Compensation:||Percentage of assets under management,Fixed fees|
|Amount of client funds and securities:|
|Total Number of Clients:||188|
|Amount of client funds and securities by related persons:|
|Total Number of clients from related persons:|