Wallace Advisory Group, LLC

Entity
Company
Business address
3658 Mount Diablo Boulevard, Suite 225, 94549 Lafayette, CA
Phone
(925) 284-6880
State of incorporation
CA
Fiscal year end
December 31
Signature 13F
Joseph Wallace - Chief Compliance Officer
All SEC filings
View on sec.gov
Wallace Advisory Group, LLC has filed 13 SEC EDGAR filings since 2/21/2023

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing Jul 30, 2025 Jun 30, 2025 028-23136
N-PX Open Document Open Filing Jul 8, 2025 Jun 30, 2025 028-23136
13F-HR Open Document Open Filing Apr 9, 2025 Mar 31, 2025 028-23136
13F-HR Open Document Open Filing Jan 14, 2025 Dec 31, 2024 028-23136
N-PX Open Document Open Filing Oct 28, 2024 Jun 30, 2024 028-23136
13F-HR Open Document Open Filing Oct 4, 2024 Sep 30, 2024 028-23136
13F-HR Open Document Open Filing Aug 15, 2024 Jun 30, 2024 028-23136
13F-HR Open Document Open Filing Apr 12, 2024 Mar 31, 2024 028-23136
13F-HR Open Document Open Filing Jan 9, 2024 Dec 31, 2023 028-23136
13F-HR Open Document Open Filing Oct 5, 2023 Sep 30, 2023 028-23136
13F-HR Open Document Open Filing Jul 11, 2023 Jun 30, 2023 028-23136
13F-HR Open Document Open Filing May 11, 2023 Mar 31, 2023 028-23136
13F-HR Open Document Open Filing Feb 21, 2023 Dec 31, 2022 028-23136