Walkner Condon Financial Advisors LLC
Firm details
- Headquarters
- Verona, Wisconsin
- CRD number
- 160109
- Registered since
- March 26, 2019
- Website
- walknercondon.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI73.49%
- Individuals26%
- Charitable Organizations0.36%
- Corporations / Businesses0.16%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Walkner Condon Financial Advisors LLC is an independent, owner-operated registered investment adviser that registered with the SEC in 2019. The firm serves both individual/family and institutional clients and positions itself as a capital allocator, using outside managers when appropriate. Its service offerings include financial planning, portfolio management for individuals and small businesses, pension consulting, selection of other advisers, and educational seminars and workshops. Fee arrangements combine an asset-based percentage and negotiated fixed fees. Walkner Condon does not describe itself as an active ESG investor and lists an affiliation with accounting professionals for client support and referrals. The firm has been recognized in industry outlets, including a Top RIA Firms mention by FA Magazine in 2020 and a 50 Growers Across America feature by Citywire in 2021.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds80%
- Exchange Traded Equities14%
- Cash & Cash Equivalents2%
- Other2%
- Non-Exchange Traded Equities1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 294Active vs passive
$1B in ETFs
59%
$615M
29%
$422M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF (SPYM) | State Street | $55.3M | 615,682 | 5.33% |
Location
Verona, WI
Dane
Location
Verona, WI
Headquartered in Verona, WI, anchoring the Madison-Janesville-Beloit, WI metro in the Midwest.
- Metro area
- Madison-Janesville-Beloit, WI
- Region
- Midwest
- County
- Dane
- Address
- 110 Enterprise Dr
- Time zone
- CT (UTC-6)
- Office locations
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