Secretary · Wall Capital Group, Inc.
Colleen M. Wall
CRD 4363689 · Named on Form ADV at one SEC-registered adviser
At a glance
Wall Capital Group, Inc., an SEC-registered asset manager based in Phoenix, AZ with $295 million in regulatory assets, lists Colleen M. Wall on its Form ADV as Secretary, a control person.
Firms and roles
- Wall Capital Group, Inc.SecretaryAsset manager · Phoenix, AZ · $295M in regulatory assets
AtlasMembers
Colleen’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- David J. WallPresident and Chief Compliance Officer, Wall Capital Group, Inc.
- Alisha M. StockerVice President, Wall Capital Group, Inc.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Colleen’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.