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WALLACE CAPITAL MANAGEMENT, INC.
100 Crescent Court
Suite 1190
Dallas, Texas 75201
Tel: 214-303-0200
About WALLACE CAPITAL MANAGEMENT, INC.
WALLACE CAPITAL MANAGEMENT, INC, formally registered with the SEC as WALLACE CAPITAL MANAGEMENT, INC. The firm was established in 04/30/2009. They have over 1 offices throughout the country.
WALLACE CAPITAL MANAGEMENT, INC. is a Dallas, Texas based Financial Planning firm with nearly $1,191,449,458 assets under management, offering retirement planning & investment advisory services to 474 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 119174 |
| SEC# | 801-70100 |
| Assets Managed by Firm | $1,191,449,458 |
| No. of Clients | 474 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 474 | $1,191,449,458 |
| Individuals (other than high net worth individuals) | 167 | $84,093,999 |
| High net worth individuals | 230 | $685,458,697 |
| Charitable organizations | 8 | $29,051,680 |
| Corporations or other businesses | 67 | $253,031,070 |
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