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Monte James Wallace

GID MULTIFAMILY INVESTMENT MANAGEMENT LLC·ATLANTA, Georgia
Clean recordGID MULTIFAMILY INVESTMENT MANAGEMENT LLC
211 PERIMETER CENTER PKWY NE, ATLANTA, GA 30346CRD# 1475417Firm CRD# 329225

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Monte James Wallace · ATLANTA, GA
Registration
CRD #1475417 · GID MULTIFAMILY INVESTMENT MANAGEMENT LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Monte James Wallace is a registered financial advisor based in ATLANTA, Georgia, affiliated with GID MULTIFAMILY INVESTMENT MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
GID MULTIFAMILY INVESTMENT MANAGEMENT LLC
GID MULTIFAMILY INVESTMENT MANAGEMENT LLC
AUM
$3.8B
Regulatory assets under management
Employees
106
Total firm employees
View all advisors at GID MULTIFAMILY INVESTMENT MANAGEMENT LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Other: SEE SCHEDULE D - MISCELLANEOUS
Regulatory
SEC/IARD CRD# 1475417
Firm CRD# 329225
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Monte James Wallace offer?
Monte James Wallace specializes in Retirement Planning. Contact their office in ATLANTA, Georgia for a consultation.
What are Monte James Wallace's credentials?
Monte James Wallace is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Monte James Wallace located?
Monte James Wallace is based in ATLANTA, Georgia, working with GID MULTIFAMILY INVESTMENT MANAGEMENT LLC. Their office serves clients in the ATLANTA metropolitan area and surrounding communities.
How does Monte James Wallace charge for services?
Monte James Wallace's firm is compensated through percentage of aum, performance-based fees, other: see schedule d - miscellaneous. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GID MULTIFAMILY INVESTMENT MANAGEMENT LLC?
GID MULTIFAMILY INVESTMENT MANAGEMENT LLC has approximately 106 employees and manages $3.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at GID MULTIFAMILY INVESTMENT MANAGEMENT LLC

Jana Torblaa Nawrocki
ATLANTA, GA
Gregory Stephen Bates
ATLANTA, GA
Julia W. Bennett
ATLANTA, GA
Neil Winthrop Wallace
ATLANTA, GA
Thaddeus Dudley Palmer
ATLANTA, GA
Hisham Abdul Kader
ATLANTA, GA

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Research
Advisor Fees in GeorgiaNational Fee Analysis
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