WALLACE ADVISORY GROUP, LLC - Financial Advisor in California, Lafayette

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

No. of Advisors:

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

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