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The Wall Group, LLC

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Company Details

Name: The Wall Group, LLC
Jurisdiction: Rhode Island
Entity type: Domestic Limited Liability Company
Status: Activ
Date of Organization in Rhode Island: 11 Mar 2016 (9 years ago)
Identification Number: 001661290
ZIP code: 02915
County: Providence County
Purpose: INVESTMENT ADVISORS AND WEALTH MANAGEMENT
Principal Address: Google Maps Logo 1481 WAMPANOAG TRAIL, EAST PROVIDENCE, RI, 02915, USA

Industry & Business Activity

NAICS

523930 Investment Advice

This industry comprises establishments primarily engaged in providing customized investment advice to clients on a fee basis, but do not have the authority to execute trades. Primary activities performed by establishments in this industry are providing financial planning advice and investment counseling to meet the goals and needs of specific clients. Learn more at the U.S. Census Bureau

Agent

Name Role Address
MONTALBANO, BELLIVEAU & ST. SAUVEUR, LLP Agent 450 VETERANS MEMORIAL PARKWAY SUITE 7A, EAST PROVIDENCE, RI, 02914, USA

Form 5500 Series

Employer Identification Number (EIN):
811799556
Plan Year:
2023
Number Of Participants:
3
Sponsors Telephone Number:
Plan Year:
2023
Number Of Participants:
4
Sponsors Telephone Number:
Plan Year:
2022
Number Of Participants:
3
Sponsors Telephone Number:
Plan Year:
2022
Number Of Participants:
3
Sponsors Telephone Number:
Plan Year:
2021
Number Of Participants:
3
Sponsors Telephone Number:

Filings

Number Name File Date
202454624030 Annual Report 2024-05-20
202335395350 Annual Report 2023-05-08
202218409150 Annual Report 2022-06-06
202105650540 Annual Report 2021-12-01
202078266360 Annual Report 2020-11-30

USAspending Awards / Financial Assistance

Date:
2020-05-21
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO AID SMALL BUSINESSES IN MAINTAINING WORK FORCE DURING COVID-19 PANDEMIC.
Obligated Amount:
0.00
Face Value Of Loan:
-71300.00
Total Face Value Of Loan:
0.00
Date:
2020-05-04
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO AID SMALL BUSINESSES IN MAINTAINING WORK FORCE DURING COVID-19 PANDEMIC.
Obligated Amount:
0.00
Face Value Of Loan:
66687.00
Total Face Value Of Loan:
66687.00

Paycheck Protection Program

Date Approved:
2020-05-03
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Initial Approval Amount:
66687
Current Approval Amount:
66687
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Unanswered
Veteran:
Unanswered
Forgiveness Amount:
67337.43

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Date of last update: 20 Jun 2025

Sources: Rhode Island Department of State