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Kenneth Carroll Wallace

INDUSTRY VENTURES, L.L.C.·SAN FRANCISCO, California
Unclaimed Profile
30 HOTALING PLACE, SAN FRANCISCO, CA 94111CRD# 6119676Firm CRD# 156213
01

About

Kenneth Carroll Wallace is a registered financial advisor based in SAN FRANCISCO, California, affiliated with INDUSTRY VENTURES, L.L.C.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
INDUSTRY VENTURES, L.L.C.
INDUSTRY VENTURES, L.L.C.
AUM
$7.5B
Regulatory assets under management
Employees
42
Total firm employees
View all advisors at INDUSTRY VENTURES, L.L.C. →
Services
Pension consulting
Security ratings or pricing services
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Background

Compensation
Percentage of AUM
Other: PERFORMANCE-BASED PROFIT ALLOCATIONS
Regulatory
SEC/IARD CRD# 6119676
Firm CRD# 156213
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Kenneth Carroll Wallace offer?
Kenneth Carroll Wallace specializes in Retirement Planning. Contact their office in SAN FRANCISCO, California for a consultation.
What are Kenneth Carroll Wallace's credentials?
Kenneth Carroll Wallace is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kenneth Carroll Wallace located?
Kenneth Carroll Wallace is based in SAN FRANCISCO, California, working with INDUSTRY VENTURES, L.L.C.. Their office serves clients in the SAN FRANCISCO metropolitan area and surrounding communities.
How does Kenneth Carroll Wallace charge for services?
Kenneth Carroll Wallace's firm is compensated through percentage of aum, other: performance-based profit allocations. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is INDUSTRY VENTURES, L.L.C.?
INDUSTRY VENTURES, L.L.C. has approximately 42 employees and manages $7.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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