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James Ronald Walker

GREAT RIVER ASSET MANAGEMENT LLC·BURLINGTON, Iowa
Unclaimed Profile
320 NORTH THIRD ST, SUITE 501, BURLINGTON, IA 52601CRD# 4464429Firm CRD# 115238
01

About

James Ronald Walker is a registered financial advisor based in BURLINGTON, Iowa, affiliated with GREAT RIVER ASSET MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
GREAT RIVER ASSET MANAGEMENT LLC
GREAT RIVER ASSET MANAGEMENT LLC
AUM
$131M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at GREAT RIVER ASSET MANAGEMENT LLC →
Services
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4464429
Firm CRD# 115238
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does James Ronald Walker offer?
James Ronald Walker specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in BURLINGTON, Iowa for a consultation.
What are James Ronald Walker's credentials?
James Ronald Walker is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Ronald Walker located?
James Ronald Walker is based in BURLINGTON, Iowa, working with GREAT RIVER ASSET MANAGEMENT LLC. Their office serves clients in the BURLINGTON metropolitan area and surrounding communities.
How does James Ronald Walker charge for services?
James Ronald Walker's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GREAT RIVER ASSET MANAGEMENT LLC?
GREAT RIVER ASSET MANAGEMENT LLC has approximately 2 employees and manages $131M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Iowa
DES MOINES (164)WEST DES MOINES (142)CEDAR RAPIDS (109)DUBUQUE (61)DAVENPORT (35)
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Research
Advisor Fees in IowaNational Fee Analysis
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