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WALL INVESTMENT GROUP, INC.

CRD 125048 · SEC 801-61785

Corporate platformCorporation

Large incorporated asset manager or corporate group — typically not a local adviser team.

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United States

Registration

— (—)

Source

State registered

Total AUM

$85.0M

Discretionary AUM

$85.0M

Team

2 total employees; 2 advisory reps; 143 broker-dealer reps

Clients

—

Fees

Percentage of AUM; Fixed fees

Org form

Corporation

Filing date

2026-05-12

Disciplinary history

No

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Services

Portfolio management (individuals)Portfolio management (institutions)

Client types

TypeClientsAUM
Individuals112$29.4M
High net worth individuals28$55.2M
Charitable organizations2$379K

All web addresses on file

Official SEC filing: View on IAPD