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Building 2WALL CAPITAL GROUP, INC.

Map pinPHOENIX, AZ
Phone623-242-6332
NotebookSEC #801-41815
Total AUM
$294.7M
Employees
5
Clients
802

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2550 W. UNION HILLS DRIVE
SUITE 350
PHOENIX
AZ 85027
United States
Operating Hours
8:00AM-3:00PM
Monday - Friday
Phone
623-242-6332

ReceiptFinancials

Total AUM
$294.7M
Accounts
1,487
Discretionary
$132M
Accounts
1,374
Non-Discretionary
$162.6M
Accounts
113

ContactClients

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Individual Clients
760
AUM
$92.9M
HNW Individual Clients
34
AUM
$49.4M
Charitable Organization Clients
1
AUM
$2.7M
Government Entity Clients
5
AUM
$147.7M
Investment Advisor Clients
1
AUM
$1.9M
Corporation or Business Clients
1
AUM
$26.1K

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AZIL

HandshakeAffiliates

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

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