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PHILOSOPHY
We look upon our obligation to manage your money as the most serious responsibility
that exists.
The Wall Street Money Management Group, Inc., is an investment adviser registered
with the U.S. Securities and Exchange Commission and other state securities commissions.
The Wall Street Money Management Group manages money on a discretionary basis
for individuals, institutions, pension trusts, profit sharing plans, KEOGHs and
IRAs. The Wall Street Money Management Group does not handle cash directly. Deposits
are made into an account established in the investor's name, and over which the
investor maintains full control - including the right to withdraw funds at any
time.
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Contact Us To Open an Account
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REQUIRED ACCOUNT FORMS:
New Account Form
Client Account Agreement Form
Joint Tenancy in Common Form
IRA Account Form
Roth IRA Account Form
Full Account Transfer Form
Partial Account Transfer Form
REQUIRED ACCOUNT AGREEMENTS:
About Your Managed Account Agreement
Investment Advisory Agreement
Performance Fee Addendum Agreement
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NOTICE TO CUSTOMERS
Important Information About Procedures for Opening a New Account
To help the government fight the funding of terrorism and money laundering activities, Federal Law requires all financial institutions to obtain, verify, and record information that identifies each person who opens an account.
What this means for you: When you open an account, we will ask for your name, address, date of birth and other information that will allow us to identify you. We may also ask to see and make duplicate copies of your drivers license or other identifying documents.
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Wall Street Money Management Group, Inc.
2385 Executive Center Drive, #100
Boca Raton, FL 33431
Call 1 - 800 - STOPRISK
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