Investment adviser · CRD 340165

WALLACE

Investment adviser filing (IA)

WALLACE FINANCE CO.

· Form ADV filed May 27, 2026

Employees
2
Reported in this filing
Advisory professionals
1
Investment advisory functions

Not available in this filing: Regulatory AUM, Client accounts.

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: May 27, 2026. View historical filings

Reported services

Individual portfolio management

Compensation

Percentage of assets

Principal office

CRD 340165

Filing source

Form ADV 2097141 · May 27, 2026 · 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.