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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