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 funds

The 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 DRIVE
VICTOR, 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.