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Bellingham Jack Walker (San Francisco)


Bellingham Jack Walker is an internet adviser based in San Francisco. It manages $19.7 million of regulatory assets for 177 client accounts. It has been registered with the SEC as an adviser since 2001.




Bellingham Jack Walker provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Bellingham Jack Walker: assets under management

The assets under management (AUM) of Bellingham Jack Walker is $19.7 million. The firm's AUM has gone down by -52% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $18.5 million in discretionary accounts and $1.2 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $105.72 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $600 thousand.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Bellingham Jack Walker for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in San Francisco

The principal office where Bellingham Jack Walker performs its advisory services is located at The Presidio, Building 38, San Francisco, CA 94129 The mailing address of the firm is P.O. Box 29130, San Francisco, CA 94129. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 415-567-2355 or by fax 415-567-2281. The normal business hours are 8:30 a.m. - 4:30 p.m. on Monday - Friday.


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