Wallace Advisory Group
Financial Services • 
Lafayette, California, United States • 1-10 Employees
Company overview
| Headquarters | 3658 Mt. Diablo Blvd, Suite 225, Lafayette, CA 94549, US |
| Phone number | +151033271 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Wealth Management, Retirement Planning, Life Insurance, Estate Planning, Investment Management, Trust Planning |
| Founded | 2015 |
| Employees | 1-10 |
| Socials |
Key Contact at Wallace Advisory Group
Eloise Engs
New Business Director
Wallace Advisory Group Email Formats
Wallace Advisory Group uses 1 email format. The most common is {first name} (e.g., john@wallaceadvisory.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name} | john@wallaceadvisory.com | 100% |
About Wallace Advisory Group
Wallace Advisory Group was founded in 2015 by Bill, Joe and Craig Wallace to serve high net worth families and business owners as a fully independent advisory firm. Bill has worked in the industry for almost 40 years. Joe is a Certified Financial Planner with over a decade of experience. We're confident in our team’s ability to deliver value to you. We specialize in helping people grow, protect and preserve wealth across generations through investment strategies, specialty planning, and genuine experience. We’ve done the work for our own family; let us help you do it for you and yours. Securities Offered Through M Holdings Securities, Inc. A Registered Broker/Dealer, Member FINRA/SIPC. Investment Advisory Services Offered Through Wallace Advisory Group LLC. Wallace Advisory Group LLC is independently owned and operated. Third-party posts found on this profile do not reflect the views of M Holdings Securities, Inc. nor its Associated Persons/Affiliates, and have not been reviewed by M Holding Securities as to accuracy or completeness. This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional. The testimonials/recommendations used may not be representative of the experiences of other clients, and they are not indicative of future performance or success.
Wallace Advisory Group revenue & valuation
| Annual revenue | $256,665 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $821,328 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Wallace Advisory Group has never raised funding before.
Wallace Advisory Group Tech Stack
Discover the technologies and tools that power Wallace Advisory Group's digital infrastructure, from frameworks to analytics platforms.
JavaScript libraries
Security
Domain parking
Video players
JavaScript libraries
Maps
JavaScript libraries
JavaScript frameworks
Security
Analytics
Font scripts
United Kingdom
Germany
Canada
Frequently asked questions
4.8
40,000 users
