Home
›
Firms
›
WALLACE ADVISORY GROUP, LLC
WALLACE ADVISORY GROUP, LLC
LAFAYETTE, California
·
2 registered advisors
·
CRD# 281049
SEC# 801-106666
0
925-284-6880
01
Firm Overview
AUM
$225M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at WALLACE ADVISORY GROUP, LLC
2 registered advisors
Craig Stephen Wallace
LAFAYETTE, California
CRD# 6544878
Joseph William Wallace
LAFAYETTE, California
CRD# 6137314
05
Office Locations
LAFAYETTE, California
2 advisors
Research financial advisors
Browse all registered financial advisors or search by location and specialty.
Browse All Advisors
Data sourced from SEC Form ADV filings. WALLACE ADVISORY GROUP, LLC (CRD# 281049) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.