WALLACE

EST. AUM
$0

CONTACTS
2

CLIENT ACCOUNTS
0

Firm Details

Metro area Chicago
CRD Number 340165
Website wallacefinance.io
Client types

Overview

Wallace Finance operates as a digital investment platform focused on portfolio construction tools and educational resources for individual investors. The platform emphasizes index-based investing strategies and portfolio diversification, enabling users to build customized portfolios composed of multiple equities aligned with specific market indexes or themes.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

WALLACE

Platform Details

Investment Preferences

Alternative Activity

Address

Products & Services

Resources

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Company