WALL INVESTMENT GROUP, INC.
Firm details
- Headquarters
- ,
- CRD number
- 125048
- Website
- www.wallinvestmentgroup.com
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI64.97%
- Individuals34.58%
- Charitable Organizations0.45%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Wall Investment Group, Inc. is a privately owned corporate RIA that provides discretionary portfolio management to both individual/family clients and institutional or business clients. Its advisory activity centers on portfolio management for individuals and small businesses as well as for businesses or institutions. The firm charges a mix of percentage-of-AUM and fixed fees. The source indicates the firm does not position itself as a capital allocator and does not report active ESG investing.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities90%
- Cash & Cash Equivalents10%
Contacts
2 of 2ROBERT WALL
President And PrincipalCRD 4630295
JAMES ROBINSON
Investment AdvisorCRD 2593141
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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