Harrison
Wallace
Belpointe Asset Management LLC
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About this Advisor
Harrison Wallace is a financial advisor based in Moline, Illinois, working with Belpointe Asset Management LLC. Harrison has previously held positions at Wallace & Associates, Peakridge Partners LLC, Redbrook Management LLC, Crunchboard Io LLC, A&W Investment LLC, Beyer & Rock Advisory Group, LLC, and Belpointe Asset Management, LLC. Harrison has passed the Series 65 regulatory exam and is registered to provide services in Illinois. Currently, Harrison is part of Belpointe Asset Management LLC, which operates out of Moline, Illinois. The firm has 95 offices and 215 employees. The firm manages assets totaling $4.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Belpointe Asset Management LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Belpointe Asset Management LLC Brokerage Details
$4,300,001,521
215
22,446
$191,571
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Harrison Wallace Work History
Belpointe Asset Management, LLC
A&W Investment LLC
Beyer & Rock Advisory Group, LLC
Crunchboard Io LLC
Redbrook Management LLC
Peakridge Partners LLC
Wallace & Associates
Disclosures
Please visit the SEC profile of Harrison Wallace to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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