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Wallace Finance Co.

● SEC registered since 2026CRD 340165SEC# 801-135378
Export (members)
Reg. AUM
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Employees
2
Accounts
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Location
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Wallace Finance Co. assets under management

Wallace Finance Co. is an investment advisory firm registered with the SEC. The firm has been registered since 2026. It employs 2 people.
www.wallacefinance.ioView on SEC.gov ↗

Wallace Finance Co. owners & executives

2 reported
NameTitleOwnershipSince
Dipak Sharma ControlCto25-50%2026
Matthew Baldwin ControlCeo And Cco50-75%2025

Frequently asked questions

How many employees does Wallace Finance Co. have?

Wallace Finance Co. reports 2 employees.

Does Wallace Finance Co. disclose fund performance?

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

Contact & registration

Phone(903) 571-7493
Office hours9 a.m. - 5 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo