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WALL CAPITAL GROUP, INC.
CRD 105913 · SEC 801-41815
2550 W. UNION HILLS DRIVE, SUITE 350, PHOENIX, AZ, 85027, United States
Phone
623-242-6332
Fax
623-242-6362
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$294.7M
Discretionary AUM
$132.0M
Team
5 total employees; 3 advisory reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-04-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 760 | $92.9M |
| High net worth individuals | 34 | $49.4M |
| State/municipal entities | 5 | $147.7M |
States served
AZ, IL
All web addresses on file
Official SEC filing: View on IAPD