We are advisors and counselors working with businesses and families who demand unique financial and advisory services. Our objective is to help you optimize your business or personal assets that are financial, human or otherwise. We are currently registered to provide securities business through Cambridge Investment Research. For a full list of disclosure copy and paste this link: https://www.thewallacegroupinc.com/disclosures/
| Website | https://www.thewallacegroupinc.com |
| Revenue | $436000 |
| Employees | 23 (2 on RocketReach) |
| Founded | 1954 |
| Address | PO Box 827, Sag Harbor, New York 11963, US |
| Phone | +1 973-543-8559 |
| Industry | Financial Services, Finance General, Finance |
| Keywords | Financial Education, Personal Finance, Wealth Management, Business Consulting, Executive Coaching, Asset Optimization, Financial Planning, Investment Strategies, Retirement Planning, Estate Planning, Tax Planning, Risk Management, Insurance Services, Business Succession Planning, Philanthropic Advising, Mergers And Acquisitions, Due Diligence, Valuation Services |
| Competitors | AECOM, Jacobs, VECO Engineering, HDR, Stantec, SNC-Lavalin, WSP, Arcadis, Golder Peru S.A., Tetra Tech +36 more (view full list) |
| SIC | SIC Code 62 Companies, SIC Code 628 Companies |
| NAICS | NAICS Code 523 Companies, NAICS Code 52393 Companies, NAICS Code 5239 Companies, NAICS Code 52 Companies |
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The Wallace Group Questions
The The Wallace Group annual revenue was $436000 in 2026.
Patric Wallace is the CEO The Wallace Group of The Wallace Group.
2 people are employed at The Wallace Group.
The Wallace Group is based in Sag Harbor, New York.
The NAICS codes for The Wallace Group are [523, 52393, 5239, 52].
The SIC codes for The Wallace Group are [62, 628].
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