Dallin
Walker
Onyx Financial Advisors, LLC
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About this Advisor
Dallin Walker is a financial advisor working in Idaho Falls, Idaho with a total of 4 years of relevant experience. Walker works at Onyx Financial Advisors, LLC. Over the course of their career, they have held roles at Idaho State University, Byu-Idaho, Merrell Eye Care Center, Biologiq, Inc, Parry, Roe & Co. Pllc and Onyx Financial Advisors, LLC. Walker holds a Series 65 license, certifying them as an investment advisor representative, and is approved to advise clients in Idaho. Onyx Financial Advisors, LLC is a firm based in Idaho Falls, ID. It oversees $300 million in total assets across its 882 customer accounts, making it one of the mid-sized investment advisory firms in the country by assets under management. The firm advises eight charities and foundations. Of its 882 client accounts, 44% belong to high-net-worth clients who have at least $1 million in investable assets. The company performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Financial management fee schedules depend on which services the firm provides the client. However, fees billed by Onyx Financial Advisors, LLC most likely are comprised of asset-based, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Onyx Financial Advisors, LLC Brokerage Details
$299,838,428
9
882
$339,953
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Dallin Walker Work History
Dallin has been registered as a financial advisor for 4 years.*
Onyx Financial Advisors, LLC
Idaho State University
Biologiq, Inc
Parry, Roe & Co. Pllc
Merrell Eye Care Center
Byu-Idaho
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Dallin Walker to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Onyx Financial Advisors, LLC
Idaho Falls, ID
Idaho Falls, ID
Idaho Falls, ID
Idaho Falls, ID
Idaho Falls, ID
Idaho Falls, ID
Idaho Falls, ID
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