Wall & Associates

Wall & Associates (CRD# 105913) is a financial advisory firm headquartered in Phoenix, AZ. They manage $839,124,988 in 378 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    839
    MILLION
  • Total Number of Accounts
    378
    ACCOUNTS
  • Average Account Value
    $2,219,907
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

Financial Advisors at Wall & Associates
Showing 1 - 3 of 3 top financial advisors.
1
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 7 years of experience in the finance industry.

2
David J. Wall
CRD#: 1513469
Carol Stream, IL
93
Wealthminder
score

David Wall (CRD# 1513469) is an Investment Advisor Representative working at Wall & Associates in Carol Stream, IL and has over 25 years of experience in the finance industry.

3
Joel E. Truemper
CRD#: 6017025
22601 N. 19th Ave, Suite 216, Phoenix, AZ 85027
90
Wealthminder
score

Joel Truemper (CRD# 6017025) is an Investment Advisor Representative working at Wall & Associates in Phoenix, AZ and has over 5 years of experience in the finance industry.

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