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).

By the Numbers
  • Total Assets Under Management
    225
    MILLION
  • Total Number of Accounts
    140
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

CA, HI, NV, TX

Financial Advisors at Wallace Advisory Group, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Joseph W. Wallace
CRD#: 6137314
3658 Mount Diablo Boulevard, Suite 225, Lafayette, CA 94549

Joseph Wallace (CRD# 6137314) is an Investment Advisor Representative working at Wallace Advisory Group, LLC in Lafayette, CA and has over 10 years of experience in the finance industry.

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