William
Galgan

Wall Capital Group, Inc

CRD#5710990
Investment Advisor
in Phoenix, AZ

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About this Advisor

William Galgan is a financial advisor who works out of Phoenix, Arizona with a total of 14 years of industry experience. Galgan currently works for Wall Capital Group, Inc. The advisor has gained experience at Calumet City Fire Department and Wall & Associates. Galgan maintains a Series 65 license, designating them as an investment advisor representative, and can work in Illinois. Wall Capital Group, Inc is an advisory business that has its headquarters in Phoenix, AZ. It handles $630 million in total assets between its 992 accounts, placing it among the bigger financial advisory firms in the country by assets under management. Of its 992 client accounts, just 4% belong to high-net-worth individuals who have at least $1 million in investable assets. Wall Capital Group, Inc performs a diverse set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial advisory services typically are based on which services the firm provides the client. However, fees charged by Wall Capital Group, Inc likely include asset-based and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

14 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

2550 W. Union Hills Drive Suite 350
Phoenix, AZ 85027

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Wall Capital Group, Inc Brokerage Details

Total Assets Under Management

$630,225,976

AZ Average: $1,555,372,352
Total Number of Employees

6

AZ Average: 37
Total Number of Accounts

992

AZ Average: 1,370
Average Account Size

$635,308

AZ Average: $1,135,308

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

William Galgan Work History

William has been registered as a financial advisor for 14 years.*

2008 - Present (16 years)

Wall & Associates

1990 - Present (34 years)

Calumet City Fire Department

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of William Galgan to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Wall Capital Group, Inc

Joel Truemper
Phoenix, AZ
Alisha Stocker
Phoenix, AZ
David Wall
Phoenix, AZ
William Galgan
Phoenix, AZ

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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