WALLACE ADVISORY GROUP, LLC of LAFAYETTE, CA is an SEC-registered investment adviser (CRD 281049). Regulatory assets under management: $269.5M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Charities.
| Name | Role | Location |
|---|---|---|
| Joseph William Wallace | CHIEF COMPLIANCE OFFICER | — |
| WALLACE JOSEPH WILLIAM | CHIEF COMPLIANCE OFFICER; MANAGING MEMBER | — |
| WALLACE CRAIG | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |
| Wallace Craig Stephen | CHIEF COMPLIANCE OFFICER | — |