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Home > Retirement Planners > arizona > phoenix > WALL CAPITAL GROUP, INC.
WALL CAPITAL GROUP, INC.
2550 W. Union Hills Drive
Suite 350
Phoenix, Arizona 85027
Tel: 623-242-6332
About WALL CAPITAL GROUP, INC.
WALL CAPITAL GROUP, INC, formally registered with the SEC as WALL CAPITAL GROUP, INC. The firm was established in 06/25/1992. They have over 1 offices throughout the country.
WALL CAPITAL GROUP, INC. is a Phoenix, Arizona based Financial Planning firm with nearly $657,740,174 assets under management, offering retirement planning & investment advisory services to 1152 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 105913 |
| SEC# | 801-41815 |
| Assets Managed by Firm | $657,740,174 |
| No. of Clients | 1152 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1152 | $657,740,174 |
| Individuals (other than high net worth individuals) | 532 | $60,634,924 |
| High net worth individuals | 25 | $30,634,848 |
| Charitable organizations | 7 | $4,210,109 |
| Other investment advisers | Fewer than 5 clients | $1,465,734 |
| Corporations or other businesses | Fewer than 5 clients | $9,046 |
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