Overview
Assets Under Management: $105 million
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 87
Average Client Assets: $1.2 million
Frequently Asked Questions
WALLSTREETI.COM 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 #123567), WALLSTREETI.COM is subject to fiduciary duty under federal law.
WALLSTREETI.COM is headquartered in NEW YORK, NY.
WALLSTREETI.COM serves 87 high-net-worth clients according to their SEC filing dated March 31, 2026. View client details ↓
According to their SEC Form ADV, WALLSTREETI.COM offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
WALLSTREETI.COM manages $105 million in client assets according to their SEC filing dated March 31, 2026.
According to their SEC Form ADV, WALLSTREETI.COM serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 87
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 100.00%
Average Client Assets: $1.2 million
Total Client Accounts: 87
Non-Discretionary Accounts: 87
Regulatory Filings
CRD Number: 123567
Filing ID: 2086663
Last Filing Date: 2026-03-31 15:16:23