Wallace Advisory Group, LLC
Wallace Advisory Group, LLC (CRD# 281049) is a financial advisory firm headquartered in Lafayette, CA. They manage $225,000,000 in 140 accounts and serve the financial needs of clients across 4 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management225MILLION
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Total Number of Accounts140ACCOUNTS
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Average Account Value$1,607,143
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
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, HI, NV, TX
Financial Advisors at Wallace Advisory Group, LLC
1
Joseph Wallace (CRD# 6137314) is an Investment Advisor Representative working at Wallace Advisory Group, LLC in Lafayette, CA and has over 11 years of experience in the finance industry.
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