Overview
Assets Under Management: $164 million
Headquarters: PASADENA, CA
High-Net-Worth Clients: 31
Average Client Assets: $5 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 31
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 95.18
Average High-Net-Worth Client Assets: $5 million
Total Client Accounts: 130
Discretionary Accounts: 130
Regulatory Filings
CRD Number: 153961
Last Filing Date: 2025-02-10 00:00:00
Website: https://hallcapitalmanagement.com