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Home > Retirement Planners > california > lafayette > WALLACE ADVISORY GROUP, LLC
WALLACE ADVISORY GROUP, LLC
3658 Mount Diablo Boulevard
Suite 225
Lafayette, California 94549
Tel: 925-284-6880
About WALLACE ADVISORY GROUP, LLC
WALLACE ADVISORY GROUP, LLC, formally registered with the SEC as WALLACE ADVISORY GROUP, LLC. The firm was established in 10/01/2015. They have over 1 offices throughout the country.
WALLACE ADVISORY GROUP, LLC is a Lafayette, California based Financial Planning firm with nearly $225,000,000 assets under management, offering retirement planning & investment advisory services to 140 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 281049 |
| SEC# | 801-106666 |
| Assets Managed by Firm | $225,000,000 |
| No. of Clients | 140 |
| No. of Advisors | 2 |
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
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 140 | $225,000,000 |
| Individuals (other than high net worth individuals) | 10 | $10,000,000 |
| High net worth individuals | 58 | $200,000,000 |
| Charitable organizations | Fewer than 5 clients | $15,000,000 |
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