2550 W. Union Hills Drive
Suite 350
Phoenix, Arizona 85027
Tel: 623-242-6332
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 $630,225,976 assets under management, offering retirement planning & investment advisory services to 992 clients. The firm is staffed with 6 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 105913 |
SEC# | 801-41815 |
Assets Managed by Firm | $630,225,976 |
No. of Clients | 992 |
No. of Advisors | 6 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 992 | $630,225,976 |
Individuals (other than high net worth individuals) | 468 | $42,677,805 |
High net worth individuals | 19 | $19,453,106 |
Pension and profit sharing plans | Fewer than 5 clients | $199,618 |
Charitable organizations | Fewer than 5 clients | $3,294,950 |
Other investment advisers | Fewer than 5 clients | $1,268,491 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$53,243,468,890 | 65 | 135 | |
$31,053,928,632 | 21 | 150 | |
$19,885,317,307 | 148 | 123 | |
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER 7333 East Doubletree Ranch Rd Suite 120 Scottsdale, AZ, 85258 | $6,085,656,351 | 50361 | 567 |
$5,606,257,800 | 19 | 96 |
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