WALL STREET FINANCIAL GROUP, INC.
Firm details
- Headquarters
- CARLINVILLE, Illinois
- CRD number
- 289051
- Registered since
- June 28, 2024
- Website
- wallstfinancialgroup.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals50.62%
- HNWI45.06%
- State / Municipal Government4.09%
- Charitable Organizations0.17%
- Corporations / Businesses0.06%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingEducational Seminars / Workshops
Firm profile
FINTRXOverview
Wall Street Financial Group, Inc. is an independent registered investment adviser organized as a corporation and owned by an individual. The firm registered with the SEC in 2024 and serves primarily individuals and families. Its advisory services include financial planning, portfolio management for individuals/small businesses and for businesses/institutions, pension consulting, and educational seminars and workshops. The firm also operates as an insurance broker and uses a mixed fee model of percentage of assets under management and fixed fees. It does not identify as an active ESG investor and is not listed as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities93%
- US Government Bonds6%
- State & Local Bonds1%
- Investment Grade Corp Bonds1%
- Cash & Cash Equivalents1%
Contacts
3 of 3John Zeidler
Financial AdvisorCRD 6897444
CARL ZEIDLER
Founder & PresidentCRD 1065485
Brenden Brown
Financial Services ProfessionalCRD 7498085
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 102Active vs passive
$105M in ETFs
90%
$95M
8%
$10.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD INFORMATION TECHNOLOGY INDEX FUND (VGT) | Vanguard | Passive | Technology | $11.5M | 16,432 | 10.90% |
Location
CARLINVILLE, IL
MACOUPIN
Location
CARLINVILLE, IL
Headquartered in CARLINVILLE, IL, anchoring the St. Louis-St. Charles-Farmington, MO-IL metro in the Midwest.
- Metro area
- St. Louis-St. Charles-Farmington, MO-IL
- Region
- Midwest
- County
- MACOUPIN
- Address
- 1 Wall St
- Time zone
- CT (UTC-6)
- Office locations
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