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Colleen May Wall

WALL CAPITAL GROUP, INC.·PHOENIX, Arizona
Unclaimed Profile
2550 W. UNION HILLS DRIVE, PHOENIX, AZ 85027CRD# 4363689Firm CRD# 105913
01

About

Colleen May Wall is a registered financial advisor based in PHOENIX, Arizona, affiliated with WALL CAPITAL GROUP, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
WALL CAPITAL GROUP, INC.
WALL CAPITAL GROUP, INC.
AUM
$658M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at WALL CAPITAL GROUP, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4363689
Firm CRD# 105913
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Colleen May Wall offer?
Colleen May Wall specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PHOENIX, Arizona for a consultation.
What are Colleen May Wall's credentials?
Colleen May Wall is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Colleen May Wall located?
Colleen May Wall is based in PHOENIX, Arizona, working with WALL CAPITAL GROUP, INC.. Their office serves clients in the PHOENIX metropolitan area and surrounding communities.
How does Colleen May Wall charge for services?
Colleen May Wall's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WALL CAPITAL GROUP, INC.?
WALL CAPITAL GROUP, INC. has approximately 6 employees and manages $658M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Arizona
SCOTTSDALE (467)TUCSON (124)MESA (41)CHANDLER (24)TEMPE (24)
City Guides
SCOTTSDALE GuideTUCSON GuideMESA GuideCHANDLER GuideTEMPE Guide
Research
Advisor Fees in ArizonaNational Fee Analysis
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