WALL ADVISORS, INC.

WALL ADVISORS, INC. of LAKELAND, FL is an SEC-registered investment adviser (CRD 125272). Regulatory assets under management: $208.3M.

Registration

• CRD: 125272
• SEC file number: 801-119837
• Type: Registered investment adviser
• Location: 212 E HIGHLAND DRIVE, SUITE 201, LAKELAND, FL, 33813
• Phone: 863-683-0708
• Latest filing: 2023-03-10
• Regulatory AUM: $208.3M
• Discretionary AUM: $206.5M
• Non-discretionary AUM: $1.8M
• Clients: 3
• Accounts: 453

Officers, owners & control persons (4)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 125272 on SEC IAPD (source of record)
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