Wall & Associates

Wall & Associates (CRD# 105913) is a financial advisory firm headquartered in Phoenix, AZ. They manage $912,198,802 in 419 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    912
    MILLION
  • Total Number of Accounts
    419
    ACCOUNTS
  • Average Account Value
    $2,177,085
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, IL, OR

Financial Advisors at Wall & Associates
Showing 1 - 4 of 4 top financial advisors.
1
David J. Wall
CRD#: 1513469
Phoenix, AZ
96
Wealthminder
score

David Wall (CRD# 1513469) is an Investment Advisor Representative working at Wall & Associates in Phoenix, AZ and has over 26 years of experience in the finance industry. David Wall has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
William B. Galgan
CRD#: 5710990
22601 N. 19th Ave, Suite 216, Phoenix, AZ 85027
93
Wealthminder
score

William Galgan (CRD# 5710990) is an Investment Advisor Representative working at Wall & Associates in Phoenix, AZ and has over 8 years of experience in the finance industry.

3
Joel E. Truemper
CRD#: 6017025
22601 N. 19th Ave, Suite 216, Phoenix, AZ 85027
93
Wealthminder
score

Joel Truemper (CRD# 6017025) is an Investment Advisor Representative working at Wall & Associates in Phoenix, AZ and has over 6 years of experience in the finance industry.

4
Robert E. Fletcher
CRD#: 1022191
22601 N. 19th Ave, Suite 216, Phoenix, AZ 85027
86
Wealthminder
score

Robert Fletcher (CRD# 1022191) is an Investment Advisor Representative working at Wall & Associates in Phoenix, AZ and has over 34 years of experience in the finance industry. Robert Fletcher has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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