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| Wall Street Financial Group Inc
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|---|---|
| CRD # | 289051 |
| SEC # | 801-130574 |
| CIK # | 0002019337 |
| AUM | 187.7 M (2026-01-20) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 800-303-9255 |
| Address | 1 Wall St Carlinville, IL 62626 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 9.6 | ||
| Apple Inc | 6.8 | ||
| Microsoft Corp | 4.2 | ||
| Amazon Com Inc | 3.7 | ||
| Micron Technology Inc | 3.5 | ||
| Alphabet Inc | 3.3 | ||
| Broadcom Inc | 3.3 | ||
| Advanced Micro Devices Inc | 2.9 | ||
| Alphabet Inc | 2.7 | ||
| Lilly Eli & Co | 2.7 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 379 | 95.0 |
| (b) Individuals (high net worth individuals) | 46 | 84.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.3 |
| (i) State or municipal government entities | 0 | 7.7 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 1,208 | 187.7 |
| By Discretionary | ||
| Discretionary | 1,208 | 187.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,208 | 187.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 187.7 | |
| Total | 1,208 | 187.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002019337] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.3B |
| Serves | Institutional, Retail, Research |
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|---|---|---|
|
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✚
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