CRD: 125048
Wall Investment Group, Inc.
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 02-07-2003
- Office Locations
- 2
Office Locations
About Wall Investment Group, Inc.
Wall Investment Group, Inc. is an independent, fee-based RIA in Chippewa Falls, WI providing investment management and portfolio advice for individuals, businesses, and employer benefit plans. The team takes an objective, fundamentals-driven approach—aligning portfolios to goals, time horizon, and risk tolerance—using individual stocks, bonds, and money market instruments with a tax-efficient focus. Client assets are custodied at Charles Schwab.
Team overview
Insights
Asset Classes
Investment Themes
Investment Vehicles
Services
Owner & Executives
JAMES WILLIAM ROBINSON
President
- CRD
- #2593141
- Ownership
- 75% or more
ROBERT CHARLES WALL DR.
Chief Executive Officer, Principal
- CRD
- #4630295
- Ownership
- Less than 5%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $84,972,500 | -- |
| Non-Discretionary | $0 | -- |
| Total | $84,972,500 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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