WALL CAPITAL GROUP, INC.
Total AUM
$294.7M
Employees
5Clients
802Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
2550 W. UNION HILLS DRIVE
SUITE 350
PHOENIX
AZ 85027
United States
SUITE 350
PHOENIX
AZ 85027
United States
Operating Hours
8:00AM-3:00PM
Monday - Friday
Monday - Friday
Phone
623-242-6332
Financials
Total AUM
$294.7M
Accounts
1,487Discretionary
$132M
Accounts
1,374Non-Discretionary
$162.6M
Accounts
113
Clients
Individual Clients
760AUM
$92.9M
HNW Individual Clients
34AUM
$49.4M
Charitable Organization Clients
1AUM
$2.7M
Government Entity Clients
5AUM
$147.7M
Investment Advisor Clients
1AUM
$1.9M
Corporation or Business Clients
1AUM
$26.1K
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
AZIL
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.