$4.9M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
17 ADV. Clients
29 yrs Firm Age
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- Custodian
- Morgan Stanley
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-01-1997
- Office Locations
- 1
Office Locations
-- Smithfield NC
About Wallace Advisors
Wallace Advisors is a Smithfield-based RIA. The firm has been operating for 29 years. Managing $4.9M in total assets under management, with 1 advisory representatives. They custody assets with Morgan Stanley.
Team overview
-- AVG AGE
$4.9M AVG AUM / ADVISOR
$291.0K AVG AUM / CLIENT
29.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
29yrs Firm Age
Insights
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Asset Classes
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Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
D
DONALD EDWARD WALLACE
Owner
- CRD
- --
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $4,947,338 | -- |
| Total | $4,947,338 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Cash | Available | Available |
| Total | Available | Available |
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