WALLACE FINANCE CO.

DBA: WALLACE

CRD #340165SEC #801-135378As of 2026-05-31

AUM Over Time

Discretionary

Non-Discretionary

At a Glance

Employees	2
Peak AUM	$0Jan 2026

Firm Change Matrix

Metric	Latest	1Y	3Y CAGR	5Y CAGR	Trend
Firm Scale
Employees	2	0.0%	—	—	—

Key Metrics

Total AUM	N
Employees	2

Contact & Location

Phone

(903) 571-7493

Filing History

4 ADV Part 1 submissions

Fee Structure

% of AUM

Advisory Services

Portfolio Mgmt (Individuals)

Growth

AUM Growth Rate (Annualized YoY %)

Firm Profile

Normalized 0–100 scores across six dimensions.

AUM per Employee

Headcount Over Time

Total Employees

Advisory Staff

Clients

Client Account Growth

Total Accounts

Discretionary

Non-Discretionary

Risk & Structure

Regulatory Disclosures

✓ Clean RecordNo regulatory disclosures

Structure

No related registrations reported

WALLACE FINANCE CO.

DBA: WALLACE

CRD #340165SEC #801-135378As of 2026-05-31

AUM Over Time

Discretionary

Non-Discretionary

At a Glance

Employees	2
Peak AUM	$0Jan 2026

Firm Change Matrix

Metric	Latest	1Y	3Y CAGR	5Y CAGR	Trend
Firm Scale
Employees	2	0.0%	—	—	—

Key Metrics

Total AUM	N
Employees	2

Contact & Location

Phone

(903) 571-7493

Filing History

4 ADV Part 1 submissions

Fee Structure

% of AUM

Advisory Services

Portfolio Mgmt (Individuals)

Growth

AUM Growth Rate (Annualized YoY %)

Firm Profile

Normalized 0–100 scores across six dimensions.

AUM per Employee

Headcount Over Time

Total Employees

Advisory Staff

Clients

Client Account Growth

Total Accounts

Discretionary

Non-Discretionary

Risk & Structure

Regulatory Disclosures

✓ Clean RecordNo regulatory disclosures

Structure

No related registrations reported