Wall & Associates Review


Trust Score 97%
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Wall & Associates, federally registered in 1992, is a Registered Investment Advisor (RIA) in 3 state(s) with a licensed staff of 4 advisors. Wall & Associates manages $1.1 billion and provides investment advisory services for 198 clients (1:50 advisor/client ratio). This firm does not have a disciplinary history.

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Firm Information


Feature Value
Minimum Investment $0
Avg Account Balance $5,495,929
Hybrid Advisor No
Disciplinary History No
Total AUM $1.1 billion
Advisor / Client Ratio 1:50
Headquarters Phoenix, AZ
SEC Filings Forms and Brochures
State(s) Registered AZ, IL, OR


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