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Wall Street Investment Management, LLC

Headquartered in CHANTILLY, VA

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Firm Information

Wall Street Investment Management, LLC is an investment advisor registered with the SEC. They have 1 investment advisor representative and manage $145,208,841 in assets for 7 clients. They provide portfolio management services for individuals and businesses and operate a pooled investment vehicle for a private family office.

Wall Street Investment Management, LLC

$145.21M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for businesses and exempt private family office pooled vehicle

Portfolio management for businesses and exempt private family office pooled vehicle

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Custom fee for hni and family office businesses

Branch Locations (1)

WALL STREET INVESTMENT MANAGEMENT, LLC has a total of 1 branch locations across the country.
location

CHANTILLY, VA

Advisors at Wall Street Investment Management, LLC

View All 1 Advisors
Unclaimed
Sriram Srinivasan

RA

CHANTILLY, VA

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Disclosures

There are no public disclosures for Wall Street Investment Management, LLC.

Frequently Asked Questions (7)

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