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W.Wall And Company, Inc. (Asheville)


W.Wall And Company, Inc. is an adviser based in Asheville. It manages $26 million of regulatory assets for 376 client accounts. It has been registered with the SEC as an adviser since 2001.

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W.Wall And Company provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and educational seminars and workshops. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

W.Wall And Company: assets under management

The assets under management (AUM) of W.Wall And Company, Inc. is $26 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -48% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $26 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $69.16 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay W.Wall And Company, Inc. for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Asheville

The principal office where W.Wall And Company, Inc. performs its advisory services is located at 501 College Street, Asheville, NC 28801, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 828-651-9617 or by fax 828-651-8101. The normal business hours are 9am to 5pm on Other. You can find more information about the New York firm at wallco.com.


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