1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2WALLACE ADVISORY GROUP, LLC

Map pinLAFAYETTE, CA
Phone925-284-6880
NotebookSEC #801-106666
Total AUM
$269.5M
Employees
4
Clients
87

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3658 MOUNT DIABLO BOULEVARD
SUITE 225
LAFAYETTE
CA 94549
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
925-284-6880

ReceiptFinancials

Total AUM
$269.5M
Accounts
390
Discretionary
$269.5M
Accounts
390
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
52
AUM
$109.2M
HNW Individual Clients
35
AUM
$160.2M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAHINVTX

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account