WALL STREET FINANCIAL GROUP, INC.
  • WALL STREET FINANCIAL GROUP, INC.

Adviser Profile

As of Date 01/20/2026
Registration SEC, Approved, 06/28/2024
Other registrations (8)
Former registrations

WALL STREET FINANCIAL GROUP, INC.

ADV Location CARLINVILLE, IL, United States
Contact Info 800 xxxxxxx
Websites
AUM* 187,678,567 62%
of that, discretionary 187,678,567 62%
Number of Employees 3
of those in investment advisory functions 3
Private Fund GAV* 0
Avg Account Size 155,363 45%
% High Net Worth 10.67% 105%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- State or municipal government entities
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
- Educational seminars/workshops

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Reported AUM

188M 161M 134M 107M 80M 54M 27M
2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees