Overview
Assets Under Management: $1.2 billion
Headquarters: DALLAS, TX
High-Net-Worth Clients: 262
Average Client Assets: $3 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 262
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 61.62
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 474
Discretionary Accounts: 464
Non-Discretionary Accounts: 10
Regulatory Filings
CRD Number: 119174
Last Filing Date: 2024-03-28 00:00:00
Website: https://wallacecapital.com