Phillip
Wallace
Aragon Capital LLC
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About this Advisor
Phillip Wallace is a financial advisor who works out of Fort Lauderdale, Florida, with a total of 3 years of industry experience. Wallace works at Aragon Capital LLC. Wallace has gained experience at Innovation Partners LLC, Paw Consulting, Sentrix Financial Services/C2 Financial Corp, Aragon Capital LLC and Wallace Capital Group. Wallace has a Series 65 license, which qualifies them as an investment advisor representative, and can operate in Florida. Aragon Capital LLC is a financial advisory business based in Fort Lauderdale, FL. It controls $149 million in assets under management among its 916 customer accounts, making it one of the mid-sized firms in the United States by assets under management. Of its 916 customer accounts, 60% belong to high-net-worth clients who have more than $1 million in assets available to invest. The advisory firm has a set of services, such as portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees for financial advisory services typically vary depending on which services the firm provides the client. Fees billed by Aragon Capital LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Aragon Capital LLC Brokerage Details
$148,891,171
11
916
$162,545
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Phillip Wallace Work History
Phillip has been registered as a financial advisor for 3 years.*
Aragon Capital LLC
Wallace Capital Group
Paw Consulting
Innovation Partners LLC
Sentrix Financial Services/C2 Financial Corp
*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 Phillip Wallace 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 Aragon Capital LLC
Fort Lauderdale, FL
Fort Lauderdale, FL
Fort Lauderdale, FL
Fort Lauderdale, FL
Fort Lauderdale, FL
Fort Lauderdale, FL
Fort Lauderdale, FL
Fort Lauderdale, FL
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