Phillip
Wallace
Aragon Capital LLC
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About this Advisor
Phillip Wallace is a financial advisor based in Fort Lauderdale, Florida, working with Aragon Capital LLC. Phillip has previously held positions at Innovation Partners LLC, Paw Consulting, Sentrix Financial Services/C2 Financial Corp, Aragon Capital LLC, and Wallace Capital Group. Phillip has passed the Series 65 regulatory exam and is registered to provide services in Florida. Currently, Phillip is part of Aragon Capital LLC, which operates out of Fort Lauderdale, Florida. The firm has 13 employees and manages assets totaling $209.9 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, as well as portfolio management for institutional clients. The fee structure at Aragon Capital LLC includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Aragon Capital LLC Brokerage Details
$209,913,109
13
924
$227,179
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Phillip Wallace Work History
Aragon Capital LLC
Wallace Capital Group
Paw Consulting
Innovation Partners LLC
Sentrix Financial Services/C2 Financial Corp
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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