William Allen Wallace
Chief Investment Officer And Managing Member"Basepoint Wealth, LLCCRD 4233166
About William Allen Wallace
William Allen Wallace is listed as Chief Investment Officer And Managing Member" at Basepoint Wealth, LLC in Cedar Rapids, IA. Form ADV reports a beneficial ownership band of 25-50%.
Reported ownership
Owns 25-50% of Basepoint Wealth, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does William Allen Wallace work?
William Allen Wallace is listed as Chief Investment Officer And Managing Member" at Basepoint Wealth, LLC on SEC Form ADV.
How much of Basepoint Wealth, LLC does William Allen Wallace own?
Form ADV reports a beneficial ownership band of 25-50%.
Basepoint Wealth, LLC
| Title | Chief Investment Officer And Managing Member" |
| Ownership | 25-50% |
| Control person | Yes |
| Since | 2017 |