Overview
Assets Under Management: $188 million
Headquarters: CARLINVILLE, IL
High-Net-Worth Clients: 46
Average Client Assets: $1.8 million
Frequently Asked Questions
WALL STREET FINANCIAL GROUP, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #289051), WALL STREET FINANCIAL GROUP, INC. is subject to fiduciary duty under federal law.
WALL STREET FINANCIAL GROUP, INC. is headquartered in CARLINVILLE, IL.
WALL STREET FINANCIAL GROUP, INC. serves 46 high-net-worth clients according to their SEC filing dated January 20, 2026. View client details ↓
According to their SEC Form ADV, WALL STREET FINANCIAL GROUP, INC. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and educational seminars and workshops. View all service details ↓
WALL STREET FINANCIAL GROUP, INC. manages $188 million in client assets according to their SEC filing dated January 20, 2026.
According to their SEC Form ADV, WALL STREET FINANCIAL GROUP, INC. serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Educational Seminars
Clients
Number of High-Net-Worth Clients: 46
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 45.06%
Average Client Assets: $1.8 million
Total Client Accounts: 1,208
Discretionary Accounts: 1,208
Regulatory Filings
CRD Number: 289051
Filing ID: 2042483
Last Filing Date: 2026-01-20 15:45:51