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WALLACE HART CAPITAL MANAGEMENT
1792 Alysheba Way
Suite 390
Lexington, Kentucky 40509
Tel: 859-300-3030
About WALLACE HART CAPITAL MANAGEMENT
WALLACE HART CAPITAL MANAGEMENT, formally registered with the SEC as WALLACE HART CAPITAL MANAGEMENT. The firm was established in 01/13/2017. They have over 1 offices throughout the country.
WALLACE HART CAPITAL MANAGEMENT is a Lexington, Kentucky based Financial Planning firm with nearly $234,437,210 assets under management, offering retirement planning & investment advisory services to 635 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 285981 |
| SEC# | 801-108930 |
| Assets Managed by Firm | $234,437,210 |
| No. of Clients | 635 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 635 | $234,437,210 |
| Individuals (other than high net worth individuals) | 146 | $52,060,421 |
| High net worth individuals | 65 | $160,376,789 |
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