WALLACE ADVISORY GROUP, LLC
Tel: 925-284-6880 3658 Mount Diablo Boulevard Suite 225 Lafayette, California 94549
About 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
Firm CRD#:
281049
Firm SEC#:
801-106666
Assets Under Management:
$225,000,000
No. of Clients:
140
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
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