WALLACE FINANCE CO.

WALLACE FINANCE CO. is an SEC-registered investment adviser (CRD 340165).

Registration

• CRD: 340165
• SEC file number: 801-135378
• Type: Registered investment adviser
• Phone: (903) 571-7493
• Latest filing: 2026-05-27
• Clients: 2

Business model

Compensation: % of AUM.

Clients served: High net worth.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 340165 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search