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/
View Top Employees from The Wallace Group| Website | https://www.thewallacegroupinc.com |
| Revenue | $436000 |
| Employees | 9 (2 on RocketReach) |
| Founded | 1954 |
| Address | PO Box 827, Sag Harbor, New York 11963, US |
| Phone | (973) 543-8559 |
| Industry | Financial Services, Finance General, Finance |
| Competitors | Balboa Wealth Partners, Inc., Bollin Wealth Management LLC, California Financial Advisors, Halpern Financial, Inc. |
| SIC | SIC Code 62 Companies, SIC Code 628 Companies |
| NAICS | NAICS Code 5239 Companies, NAICS Code 52393 Companies, NAICS Code 523 Companies, NAICS Code 52 Companies |
Looking for a particular The Wallace Group employee's phone or email?
The Wallace Group Questions
The The Wallace Group annual revenue was $436000 in 2024.
Jose Requena is the Director financiero 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 [5239, 52393, 523, 52].
The SIC codes for The Wallace Group are [62, 628].
Top The Wallace Group Employees
Related Companies
