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WALLACE HART LLC
WALLACE HART LLC
WALLACE HART CAPITAL MANAGEMENT
LEXINGTON, Kentucky
·
4 registered advisors
·
CRD# 285981
SEC# 801-108930
0
859-300-3030
01
Firm Overview
AUM
$234M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Compensation
Percentage of AUM
Performance-based fees
03
Specialties
Financial Planning
Investment Management
Retirement Planning
04
Advisors at WALLACE HART LLC
4 registered advisors
Jeremy Nathan Wallace
LEXINGTON, Kentucky
CRD# 3040496
Jessica Louise Bedell
LEXINGTON, Kentucky
CRD# 5374616
Julie Bourne Wallace
LEXINGTON, Kentucky
CRD# 6742950
Michael Andrew Hart
LEXINGTON, Kentucky
CRD# 6027005
05
Office Locations
LEXINGTON, Kentucky
4 advisors
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Data sourced from SEC Form ADV filings. WALLACE HART LLC (CRD# 285981) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.