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Building 2WALL STREET FINANCIAL GROUP, INC.

Map pinCARLINVILLE, IL
Phone800-303-9255
NotebookSEC #801-130574
Total AUM
$187.7M
Employees
3
Clients
428

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1 WALL ST
CARLINVILLE
IL 62626
United States
Operating Hours
8:15-4:00 M-TH 8:15-NOON FRI
Monday - Friday
Phone
800-303-9255
Other Offices
2

ReceiptFinancials

Total AUM
$187.7M
Accounts
1,208
Discretionary
$187.7M
Accounts
1,208
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
379
AUM
$95M
HNW Individual Clients
46
AUM
$84.6M
Charitable Organization Clients
1
AUM
$327.8K
Government Entity Clients
1
AUM
$7.7M
Corporation or Business Clients
1
AUM
$104.5K

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ILMOTN

HandshakeAffiliates

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

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