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WALL STREET FINANCIAL GROUP, INC.

CRD 289051 · SEC 801-130574

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1 WALL ST, CARLINVILLE, IL, 62626, United States

Phone

800-303-9255

Fax

217-854-2693

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$187.7M

Discretionary AUM

$187.7M

Team

3 total employees; 3 advisory reps

Clients

0

Fees

Percentage of AUM; Fixed fees

Org form

Corporation

Filing date

2026-01-20

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingEducational seminars

Client types

TypeClientsAUM
Individuals379$95.0M
High net worth individuals46$84.6M

States served

IL, TN, MO

All web addresses on file

Official SEC filing: View on IAPD