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Wallace Advisory Group, LLC

● SEC registered since 2015CRD 281049SEC# 801-106666Lafayette, CA
Export (members)
Reg. AUM
$250M
Employees
2
Accounts
420
Location
Lafayette, CA

Wallace Advisory Group, LLC assets under management

Wallace Advisory Group, LLC is an investment advisory firm registered with the SEC based in Lafayette, CA. The firm has been registered since 2015. It reports $250 million in regulatory assets under management and employs 2 people.
www.linkedin.com/company/wallace-advisory-group?trk=public_profile_topcard-current-companyView on SEC.gov ↗

Wallace Advisory Group, LLC owners & executives

1 reported
NameTitleOwnershipSince
Joseph William Wallace ControlChief Compliance OfficerOver 75%2015

Frequently asked questions

How much does Wallace Advisory Group, LLC manage?

Wallace Advisory Group, LLC reports $250 million in regulatory assets under management on its Form ADV.

How many employees does Wallace Advisory Group, LLC have?

Wallace Advisory Group, LLC reports 2 employees.

Where is Wallace Advisory Group, LLC located?

Wallace Advisory Group, LLC is based in Lafayette, CA and has been SEC-registered since 2015.

Does Wallace Advisory Group, LLC disclose fund performance?

Wallace Advisory Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address3658 Mount Diablo Boulevard, Suite 225, Lafayette, CA 94549
Phone925-284-6880
Office hoursBy Appointment
SEC regionSan Francisco Regional Office (SFRO)
CIK1932645
Discloses disciplinary historyNo

Assets under management

Discretionary$250M
Non-discretionary$0
Total (RAUM)$250M