Wall Street Financial Group, Inc.
Firm details
- Headquarters
- Carlinville, Illinois
- CRD number
- 289051
- Registered since
- June 28, 2024
- Website
- wallstfinancialgroup.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals50.62%
- HNWI45.06%
- State / Municipal Government4.09%
- Charitable Organizations0.17%
- Corporations / Businesses0.06%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingEducational Seminars / Workshops
Firm profile
FINTRXOverview
Wall Street Financial Group, Inc. is an independent registered investment adviser that provides fee-based wealth management and financial planning primarily to individual and family clients. The firm mixes percentage-of-AUM billing with fixed-fee engagements and also operates as an insurance broker, which aligns with its use of annuity products. Its advisory services include financial planning, portfolio management for individuals and small businesses as well as for businesses or institutions, pension consulting, and educational seminars or workshops. The firm is not positioned as an ESG investor and does not report multi-state adviser status. Wall Street Financial Group registered with the SEC in 2024 and is owned by an individual. It does not bill itself as a capital allocator; instead, it appears to implement third-party strategies and traditional portfolio management alongside insurance solutions.
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 Equities93%
- US Government Bonds6%
- State & Local Bonds1%
- Investment Grade Corp Bonds1%
- Cash & Cash Equivalents1%
Contacts
3 of 3
John Zeidler
Financial AdvisorCRD 6897444
Carl Zeidler
Founder & PresidentCRD 1065485
Brenden Brown
Financial Services ProfessionalCRD 7498085
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 42Active vs passive
$130M in ETFs
89%
$115M
9%
$14.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD INFORMATION TECHNOLOGY INDEX FUND (VGT) | Vanguard | Passive | Technology | $18.1M | 151,829 | 13.97% |
Location
Carlinville, IL
Macoupin
Location
Carlinville, IL
Headquartered in Carlinville, IL, anchoring the St. Louis-St. Charles-Farmington, MO-IL metro in the Midwest.
- Metro area
- St. Louis-St. Charles-Farmington, MO-IL
- Region
- Midwest
- County
- Macoupin
- Address
- 1 Wall St
- Time zone
- CT (UTC-6)
- Office locations
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