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Building 2WALL STREET INVESTMENT MANAGEMENT, LLC

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Phone(703) 728-3380
NotebookSEC #801-125932
Total AUM
$174.7M
Employees
2
Clients
3

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
(703) 728-3380

ReceiptFinancials

Total AUM
$174.7M
Accounts
9
Discretionary
$174.7M
Accounts
9
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
1
AUM
$18.7M
Corporation or Business Clients
1
AUM
$137.8M
Other Clients
1
AUM
$18.1M
Description of Other Clients
PRIVATE FAMILY OFFICE POOL(COMPANY DOESN'T SOLICIT)

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementOther Services
Other Services
PORTFOLIO MANAGEMENT FOR BUSINESSES AND EXEMPT PRIVATE FAMILY OFFICE POOLED VEHICLE
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
CUSTOM FEE FOR HNI AND FAMILY OFFICE BUSINESSES

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Disclosures

None reported

State Registrations
VA

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Affiliates
Reported 6 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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