Investment adviser · CRD 35830
WALL STREET FINANCIAL GROUP, INC
Investment adviser filing (IA)
WALL STREET FINANCIAL GROUP, INC.
VICTOR, NY, United States · Form ADV filed Nov 28, 2016
- Regulatory AUM
- $448M Form ADV · Item 5.F
- Client accounts
- 2,408 Accounts, not individual clients
- Employees
- 52 Reported in this filing
- Advisory professionals
- 52 Investment advisory functions
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Nov 28, 2016. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed · Commissions
Principal office
580 FISHERS STATION DRIVEVICTOR, NY, 14564, United States
CRD 35830
Filing source
Form ADV 1052728 · Nov 28, 2016 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.