Also known as wallace advisory
Wallace Advisory Group, LLC is a registered investment advisor based in Lafayette, California, founded in 2015, with about $269.5 million in assets under management. It describes a family-focused approach in which clients work with named individuals rather than an anonymous firm. The team includes a senior client manager with 35 years of experience in financial services, specializing in life insurance, estate planning and wealth management, and a senior client advisor who is also the chief compliance officer and holds the Certified Financial Planner designation. The firm also writes insurance business and has a director of operations and a new business director.
Public regulatory records matched to Wallace Advisory Group from SEC and IRS filings.
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Wallace Advisory Group is a wealth manager based in Lafayette, United States, managing approximately $270M in assets.
Wallace Advisory Group is headquartered in Lafayette, United States.
Wallace Advisory Group manages approximately $270M in assets under management.
Wallace Advisory Group was founded in 2015.
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