Overview
Assets Under Management: $400 million
Headquarters: BATON ROUGE, LA
High-Net-Worth Clients: 64
Average Client Assets: $5 million
Frequently Asked Questions
ABEL HALL, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #302076), ABEL HALL, LLC is subject to fiduciary duty under federal law.
ABEL HALL, LLC is headquartered in BATON ROUGE, LA.
ABEL HALL, LLC serves 64 high-net-worth clients according to their SEC filing dated January 29, 2025. View client details ↓
According to their SEC Form ADV, ABEL HALL, LLC offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
ABEL HALL, LLC manages $400 million in client assets according to their SEC filing dated January 29, 2025.
According to their SEC Form ADV, ABEL HALL, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 64
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 75.83
Average High-Net-Worth Client Assets: $5 million
Total Client Accounts: 571
Discretionary Accounts: 420
Non-Discretionary Accounts: 151
Regulatory Filings
CRD Number: 302076
Last Filing Date: 2025-01-29 00:00:00
Website: https://abelhall.com