WALLACE

WALLACE FINANCE CO.

CRD 340165 · SEC 801-135378

Visit website

VT, United States

Phone

(903) 571-7493

Fax

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Registration

Registered (APPROVED-120)

Source

SEC registered

Total AUM

—

Discretionary AUM

—

Team

2 total employees; 1 advisory reps; 41 broker-dealer reps

Clients

—

Fees

Percentage of AUM

Org form

Corporation

Filing date

2026-05-27

Disciplinary history

Services

Portfolio management (individuals)

States served

VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, TN, UT, VA, WV, WI, WY, MO, WA, TX, NH, HI, CT, FL, SD

All web addresses on file

https://www.WallaceFinance.io
https://www.instagram.com/wallacefinanceco/
https://x.com/Wallace_FinCo
https://www.linkedin.com/company/wallace-finance/?viewAsMember=true

Official SEC filing: View on IAPD