First Wall Street Corp. (La Jolla)

First Wall Street Corp provides portfolio management for individuals and small businesses and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

First Wall Street Corp: assets under management

The assets under management (AUM) of First Wall Street Corp. is $151.02 million. The firm's AUM has grown by 195% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $100.8 million in discretionary accounts and $50.22 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $285.54 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $209.27 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay First Wall Street Corp. for their services and products based on a percentage of assets under management, hourly charges, and commissions. 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.

Careers at First Wall Street Corp.

Charles Paul Lazzaro has been acting as President since 1 Sep 1982. Katrina Lin Dudley joined the executive team most recently as the Director Of Operations/Chief Compliance Officer.

Direct owners and executive officers

Based in La Jolla

The principal office where First Wall Street Corp. performs its advisory services is located at 1200 Prospect, La Jolla, CA 92037, which is also the mailing address of the firm. An additional office of the firm is in Pueblo, CO. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number (858) 454-3551 or by fax 858-454-0698. The normal business hours are 6:00 a.m. - 4:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.firstwallstreetcorp.com.

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