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Building 2WALL STREET FINANCIAL GROUP, INC

Map pinVICTOR, NY
Phone585-433-9124
NotebookSEC #801-58292
Total AUM
$448.3M
Employees
52
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
580 FISHERS STATION DRIVE
VICTOR
NY 14564
United States
Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Phone
585-433-9124

ReceiptFinancials

Total AUM
$448.3M
Accounts
2,408
Discretionary
$405M
Accounts
2,184
Non-Discretionary
$43.3M
Accounts
224

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
12B-1 FEES

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)Pending Civil Proceeding
State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTWAWIWV

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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