Wallace Advisory Group, LLC
Wallace Advisory Group, LLC (CRD# 281049) is a financial advisory firm headquartered in Lafayette, CA. They manage $100,312,294 in 205 accounts and serve the financial needs of clients across 3 states (or territories).
Total Assets Under Management100MILLION
Total Number of Accounts205ACCOUNTS
Average Account Value$489,328
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
CA, HI, TX
Joseph Wallace (CRD# 6137314) is an Investment Advisor Representative working at Wallace Advisory Group, LLC in Lafayette, CA and has over 3 years of experience in the finance industry.