Wallace Advisory Group, LLC
Wallace Advisory Group, LLC (CRD# 281049) is a financial advisory firm headquartered in Lafayette, CA. They manage $127,145,754 in 266 accounts and serve the financial needs of clients across 4 states (or territories).
Total Assets Under Management127MILLION
Total Number of Accounts266ACCOUNTS
Average Account Value$477,992
- 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, NV, TX
William Wallace (CRD# 1159636) is an Investment Advisor Representative working at Wallace Advisory Group, LLC in Lafayette, CA and has over 20 years of experience in the finance industry.
Joseph Wallace (CRD# 6137314) is an Investment Advisor Representative working at Wallace Advisory Group, LLC in Lafayette, CA and has over 4 years of experience in the finance industry. Joseph Wallace 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.