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WF

Wallace Fortune

HOWARD CAPITAL MANAGEMENT GROUP
LOS ANGELES, CA 90024
Some features on this profile are disabled
CRD#: 7393591
WF

Professional summary

Wallace Fortune is a registered financial advisor currently at HOWARD CAPITAL MANAGEMENT GROUP, LLC located in Los Angeles, California.

Wallace is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Wallace has worked at 1 firm .

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1-NKSFB, non-investment-related business; 10960 Wilshire Boulevard, 5th Floor, Los Angeles, CA; Business Management firm; Partner; primary business - full-time hours approximately 160 hours+

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Wallace Fortune's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

June 22, 2021 - Present

HOWARD CAPITAL MANAGEMENT GROUP, LLC

Office #1: 10960 Wilshire Blvd 5th Floor, Los Angeles, CA 90024
RIA
CRD#: 310510
LOS ANGELES, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
HC
HOWARD CAPITAL MANAGEMENT GROUP, LLC
HOWARD CAPITAL MANAGEMENT GROUP, LLC

CRD#: 310510 / SEC#: 801-119502

RIA
Registered Investment Advisory firm - (9/21/2020 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(6/22/2021)

Exams

Current Firm

HC
HOWARD CAPITAL MANAGEMENT GROUP, LLC
HOWARD CAPITAL MANAGEMENT GROUP, LLC

CRD#: 310510 / SEC#: 801-119502

RIA
Registered Investment Advisory firm - (9/21/2020 Approved)
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Contact information

Main Address
11601 Wilshire Blvd Suite 2000, Los Angeles, CA 90025-1766
Mailing Address
Phone number
(310) 473-9100
Established
Firm type
Fiscal year end
# of Employees
14

SEC notice filing (18 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

HOWARD CAPITAL MANAGEMENT GROUP, LLC (3/27/2025)

Regulatory assets under management

Total Number of Accounts1,380
AUM (Assets Under Management)$ 2,304,564,538

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

HOWARD CAPITAL MANAGEMENT GROUP, LLC

CRD#: 310510Los Angeles, CA 90024

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