Wall Foss Advisors, Inc. (Lakeland)

Name: Wall Foss Advisors, Inc.
Address: 212 E Highland Drive, Lakeland, FL, 33813
Telephone: 863-683-0708

Wall Foss Advisors, Inc. is an adviser based in Lakeland. It manages $89.31 million of regulatory assets for 253 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdictions of Florida and Georgia.

Wall Foss Advisors provides financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Wall Foss Advisors: assets under management

The assets under management (AUM) of Wall Foss Advisors, Inc. is $89.31 million. The firm's AUM has grown by 246% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $80.04 million in discretionary accounts and $9.27 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $503.36 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $98.62 thousand.

Wall Foss Advisors has custody of $23.75 million in cash and securities for 4 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Wall Foss Advisors, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Wall Foss Advisors, Inc.

Hosler Lee Wall has been acting as President since 1 Jul 1995. Charles Taylor Foss joined the executive team most recently as the Principal.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Hosler Lee Wall	President	1 Jul 1995	50% - 75%	2713866
Charles Taylor Foss	Principal	1 Jul 1995	25% - 50%	4633605

Based in Lakeland

The principal office where Wall Foss Advisors, Inc. performs its advisory services is located at 212 E Highland Drive, Lakeland, FL 33813, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 863-683-0708 or by fax 863-686-0799. The normal business hours are 8:00am-5:00pm on Monday - Friday. You can find more information about the New York firm at www.wallfoss.com.