WALLACE INVESTMENTS
Firm details
- Headquarters
- New York, New York
- CRD number
- 300335
- Website
- wallaceinvestment.com
- Fee structure
- Percentage of AUM, Hourly Charges, Commissions, Other
- Client types
- Other85.58%
- Individuals14.42%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Wallace Investments operates as an independent registered investment advisor (RIA) structured as a limited liability company. The firm primarily serves individual and family clients, providing a range of financial planning services and portfolio management tailored to individuals and small businesses. The firm does not classify itself as a capital allocator and does not actively engage in ESG investments. In addition to its advisory services, Wallace Investments is also involved in real estate and insurance brokerage activities.
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
- Other94%
- Exchange Traded Equities6%
Contacts
1 of 1KELLEY WALLACE
Owner and Senior AdvisorCRD 1705900
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
NEW YORK
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- NEW YORK
- Address
- 14 Wall St
- Time zone
- ET (UTC-5)
- Office locations
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