DIRECTORY OF REGISTERED ADVISORS
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WALLACE ADVISORY GROUP, LLC
Tel: 925-284-6880
3658 Mount Diablo Boulevard Suite 225
Lafayette, California 94549
WALLACE ADVISORY GROUP, LLC
WALLACE ADVISORY GROUP, LLC is a Lafayette, California based financial advisory firm with nearly $225,000,000 in assets under management and provides investment advisory services for 140 clients. There are currently 2 financial advisors at the firm.
General Information
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
Fee Structure:
A percentage of AUM, Fixed fees
Firm CRD#:
281049
SEC#:
801-106666
No. of Clients:
140
Assets under Management
$225,000,000
No. of Advisors:
2
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