The Wallace Group

Finance · Iowa, United States · 1-10 Employees

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Overview

Headquarters

1776 Pleasant Plain Rd, Fairfield, Iowa,...

Phone Number

(973) 543-8559

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 2
Signal Type
Dec
Jan
Feb
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May
ZI Rank
1
1
1
1
1
2

About The Wallace Group

The Wallace Group, Inc is an independent financial advisory firm that specializes in comprehensive wealth and legacy planning. They offer a range of services including retirement income planning, investment management, estate planning, college funding, and financial planning tailored to individual client needs. Their target clients include families, individuals, and businesses seeking to optimize their financial strategies and achieve their life goals. Founded in 1954, the firm is committed to integrity and building long-term relationships with clients.Explore more
The Wallace Group's Social MediaPopular SearchesThe Wallace GroupThe Wallace Group IncTed WallaceSIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

The Wallace Group

<$5M
1-10
Private
-
1954
N/A
<$5M
11-50
Private
<$5M
1991
JD
Jennifer DavisHead of Planning
<$5M
1-10
Private
-
1999
Nathaniel Klitzing, Chief Executive Officer & Principal & Wealth Advisor at Cambridge Capital Management
Nathaniel KlitzingCEO & Principal & Wealth Advisor
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
1972
MF
Matthew FurlongPortfolio Manager, Managing Member & Principal
<$5M
1-10
Private
<$5M
-
Gary Hokin, President at Hokin Investment Advisors
Gary HokinPresident
<$5M
1-10
Private
-
-
AK
Andrea KarkosFinancial Advisor
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

The Wallace Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

The Wallace Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about The Wallace Group.

The Wallace Group Tech Stack

A closer look at the technologies used by The Wallace Group

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Frequently Asked Questions Regarding The Wallace Group

What is The Wallace Group's official website?
The Wallace Group's official website is www.thewallacegroupinc.com
What is The Wallace Group's Revenue?
The Wallace Group's revenue is <$5 Million
What is The Wallace Group's SIC code?
The Wallace Group's SIC: 62,628
What is The Wallace Group's NAICS code?
The Wallace Group's NAICS: 52,523
How many employees does The Wallace Group have?
The Wallace Group has 1-10 employees
What industry does The Wallace Group belong to?
The Wallace Group is in the industry of: Finance, Securities Trading
What is The Wallace Group competition?
The Wallace Group top competitors include: Focus Financial Network, Halpern Financial, Hokin Investment Advisors, Furlong Investment Solutions
What technology does The Wallace Group use?
Some of the popular technologies that The Wallace Group uses are: WooCommerce, WordPress.org, reCAPTCHA, PHP
How do I contact The Wallace Group?
The Wallace Group contact info: Phone number: (973) 543-8559 Website: www.thewallacegroupinc.com
What does The Wallace Group do?

The Wallace Group, Inc is an independent financial advisory firm that specializes in comprehensive wealth and legacy planning. They offer a range of services including retirement income planning, investment management, estate planning, college funding, and financial planning tailored to individual client needs. Their target clients include families... , individuals, and businesses seeking to optimize their financial strategies and achieve their life goals. Founded in 1954, the firm is committed to integrity and building long-term relationships with clients.Read More

What are The Wallace Group social media links?
The Wallace Group Linkedin page
Is The Wallace Group a public company?
The Wallace Group is private company therefore does not currently have an official ticker symbol
See more information about The Wallace Group

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