Wall Street Associates
Wall Street Associates (CRD# 105494) is a financial advisory firm headquartered in La Jolla, CA. They manage $366,087,869 in 14 accounts and serve the financial needs of clients across 50 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management366MILLION
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Total Number of Accounts14ACCOUNTS
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Average Account Value$26,149,134
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
Financial Advisors at Wall Street Associates
No Advisor Found.
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