AdvisorRanked
95
Clean

WALKER & DUNLOP INVESTMENT PARTNERS, INC.

2345 E. 3RD AVENUE, DENVER, CO 80206
Fiduciaryfee-onlySEC Registered
303-802-3533 www.wdinvestmentpartners.com CRD #165022
$2.7B
Assets Managed
35
Clients
36
Employees
13
Years Active
since 2013

Compensation Model

% of Assets (AUM)
Hourly Fees
Fixed / Flat Fees
Commissions
Performance Fees

Compensation type disclosed on SEC Form ADV Item 5C. Filed 46108. Specific fee percentages are available in this firm's Form ADV Part 2A brochure at adviserinfo.sec.gov.

Conflict of Interest Analysis

Broker-Dealer Affiliated: No

No broker-dealer affiliation. Lower risk of commission-driven advice.

Insurance Licensed: No

Not insurance licensed. Cannot sell you annuity or insurance products directly.

Custody of Client Assets: Yes

This firm has direct custody of client assets, rather than using an independent custodian. This is a higher-risk arrangement that requires additional regulatory safeguards.

Proprietary Products: No

Uses only third-party investment products. No proprietary product conflicts.

Regulatory & Disciplinary History

Clean Record

No disciplinary events, regulatory actions, or customer complaints on file with the SEC or FINRA. This firm has maintained a spotless regulatory record for 13 years.

Firm Details

Legal NameWALKER & DUNLOP INVESTMENT PARTNERS, INC.
CRD Number#165022
SEC RegisteredYes
Registration Date2013-01-02
States RegisteredCO
Assets Under Management$2.7B
Number of Clients35
Employees36
Compensation Typefee-only
Last ADV Filing46108

Other Advisors in DENVER

View all advisors in DENVER

Frequently Asked Questions

Is WALKER & DUNLOP INVESTMENT PARTNERS, INC. a fiduciary?

Yes. WALKER & DUNLOP INVESTMENT PARTNERS, INC. is a registered investment adviser (RIA) with the SEC, which means they are legally required to act as a fiduciary — putting your interests ahead of their own.

How does WALKER & DUNLOP INVESTMENT PARTNERS, INC. charge clients?

WALKER & DUNLOP INVESTMENT PARTNERS, INC. uses a fee-only compensation model. Full fee details are in their Form ADV Part 2A brochure at adviserinfo.sec.gov.

Does WALKER & DUNLOP INVESTMENT PARTNERS, INC. have any complaints?

No. WALKER & DUNLOP INVESTMENT PARTNERS, INC. has zero complaints or disciplinary actions on file with the SEC or FINRA across 13 years of operation.

How does WALKER & DUNLOP INVESTMENT PARTNERS, INC. compare to other advisors in DENVER?

WALKER & DUNLOP INVESTMENT PARTNERS, INC. has a Red Flag Score of 95/100. There are 148 registered advisory firms in DENVER. Use our city page to compare firms side by side.

Where does this data come from?

All information is sourced from SEC Form ADV public filings (mandatory regulatory disclosures) and FINRA BrokerCheck records. Last updated: 2026-06-24. We do not accept payment from financial advisors.

Data source: SEC Form ADV (Parts 1 and 2A) filed with the Investment Adviser Registration Depository (IARD). Filing date: 46108. Last data refresh: 2026-06-24. AdvisorRanked does not verify the accuracy of SEC filings. This is not financial advice.