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WALL CAPITAL GROUP, INC.

2550 W. Union Hills Drive
Suite 350
Phoenix, Arizona 85027
Tel: 623-242-6332

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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 $630,225,976 assets under management, offering retirement planning & investment advisory services to 992 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#105913
SEC#801-41815
Assets Managed by Firm$630,225,976
No. of Clients992
No. of Advisors6

Fee Structure

  • A Percentage of AUM
  • Fixed Fees

Advisory Services Provided

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors

Firm Client Information

No. of ClientsAUM
Firm Total992$630,225,976
Individuals (other than high net worth individuals)468$42,677,805
High net worth individuals19$19,453,106
Pension and profit sharing plansFewer than 5 clients$199,618
Charitable organizationsFewer than 5 clients$3,294,950
Other investment advisersFewer than 5 clients$1,268,491

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