Wallace Advisory Group LLC


Assets, Funds, Holdings

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Wallace Advisory Group LLC
CRD #281049
SEC #801-106666
AUM $166.1 MM (100% Disc, 100% US, 2020-02-18)
Employees5 (60% Investors, 40% Brokers)
Address3658 Mount Diablo Boulevard
Lafayette, CA 94549
Source [IAPD] [Website]
Total AUM ($MM)
Comparable Firms State AUM ($BB)
Babson Stewart Ivory International
MA 0.2
Rosenthal Advisory Services LP
TX 0.2
Black Knight Asset Management
DC 0.2
Huber Weakland & Associates Inc
MD 0.2
Lanier Asset Management LLC
KY 0.2
De Santis Capital Management LP
CA 0.2
Innealta Capital LLC
TX 0.2
Seed Planning Group LLC
NY 0.2
Barker Financial Group Inc
MA 0.2
Integre Asset Management LLC
NY 0.2
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