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 an independent registered advisory firm organized as a corporation and owned by an individual. The firm provides portfolio management services to both individual and family clients as well as businesses and institutional accounts. Its advisory model is fee-based, combining percentage-of-AUM billing with fixed fees. The firm is not identified as an active ESG investor and is not reported as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
Similar firms
Lifetime Capital Planning Group LLC
RIAFlower Mound, TX
Foundation Wealth & Tax Advisors, LLC
RIAAnnapolis, MD
Kedzior Wealth Management LLC
RIAIndependence, OH
Crafted Finance, LLC
RIAHeritage Financial Network, Inc.
RIAConcord, MA
HA Wealth Advisors Inc.
RIACedar City, UT