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| Wall Street Financial Group Inc
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|---|---|
| CRD # | 289051 |
| SEC # | 801-130574 |
| CIK # | 0002019337 |
| AUM | $187.7 M (2026-01-20) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 800-303-9255 |
| Address | 1 Wall St Carlinville, IL 62626 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002019337 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 9.6 | ||
| Apple Inc | 6.8 | ||
| Microsoft Corp | 4.2 | ||
| Amazon Com Inc | 3.7 | ||
| Micron Technology Inc | 3.5 | ||
| Alphabet Inc | 3.3 | ||
| Broadcom Inc | 3.3 | ||
| Advanced Micro Devices Inc | 2.9 | ||
| Alphabet Inc | 2.7 | ||
| Lilly Eli & Co | 2.7 | ||
| Tesla Motors Inc | 2.1 | ||
| Facebook Inc | 2.0 | ||
| Intel Corp | 1.9 | ||
| Applied Materials Inc /DE | 1.6 | ||
| HBT Financial Inc | 1.6 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($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] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Odyssey Capital Advisors Inc
✚
|
PA | 0.2 |
|
Hahn Financial Group Inc
✚
|
SD | 0.2 |
|
Ivy League Financial Advisors LLC
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|
MD | 0.2 |
|
SDR Investment Management Inc
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|
FL | 0.2 |
|
Wright Wealth LLC
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|
GA | 0.2 |
|
KFG LLC
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|
SD | 0.2 |
|
Heritage Financial Advisors LLC
✚
|
OH | 0.2 |
|
Arcwood Financial LLC
✚
|
AZ | 0.2 |
|
Closed-End Fund Advisors Inc
✚
|
0.2 | |
|
Winthrop Partners - WNY LLC
✚
|
NY | 0.2 |