Overview
Assets Under Management: $1.2 billion
Headquarters: DALLAS, TX
High-Net-Worth Clients: 262
Average Client Assets: $3 million
Frequently Asked Questions
WALLACE CAPITAL MANAGEMENT, 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 #119174), WALLACE CAPITAL MANAGEMENT, INC. is subject to fiduciary duty under federal law.
WALLACE CAPITAL MANAGEMENT, INC. is headquartered in DALLAS, TX.
WALLACE CAPITAL MANAGEMENT, INC. serves 262 high-net-worth clients according to their SEC filing dated March 28, 2024. View client details ↓
According to their SEC Form ADV, WALLACE CAPITAL MANAGEMENT, INC. offers portfolio management for individuals, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. View all service details ↓
WALLACE CAPITAL MANAGEMENT, INC. manages $1.2 billion in client assets according to their SEC filing dated March 28, 2024.
According to their SEC Form ADV, WALLACE CAPITAL MANAGEMENT, INC. serves high-net-worth individuals, pooled investment vehicles, and institutional clients. View client details ↓
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