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WALLACE INVESTMENTS
CRD 300335
14 WALL STREET, 20TH FL, NEW YORK, NY, 10005, United States
Phone
917-916-9545
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$13.2M
Discretionary AUM
$13.2M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Commissions; REAL ESTATE COMMISSIONS
Org form
Limited Liability Company
Filing date
2024-08-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 31 | $1.9M |
| High net worth individuals | 4 | — |
All web addresses on file
Official SEC filing: View on IAPD