Overview
Assets Under Management: $369 million
Headquarters: BARRINGTON, RI
High-Net-Worth Clients: 114
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 114
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 69.85
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,067
Discretionary Accounts: 1,065
Non-Discretionary Accounts: 2
Regulatory Filings
CRD Number: 108141
Last Filing Date: 2025-02-18 00:00:00
Website: https://hallcapitalmgmt.com