Overview
Assets Under Management: $240 million
Headquarters: SAN DIEGO, CA
High-Net-Worth Clients: 79
Average Client Assets: $2.8 million
Frequently Asked Questions
HALL PRIVATE WEALTH ADVISORS 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 #175335), HALL PRIVATE WEALTH ADVISORS is subject to fiduciary duty under federal law.
HALL PRIVATE WEALTH ADVISORS is headquartered in SAN DIEGO, CA.
HALL PRIVATE WEALTH ADVISORS serves 79 high-net-worth clients according to their SEC filing dated September 28, 2023. View client details ↓
According to their SEC Form ADV, HALL PRIVATE WEALTH ADVISORS offers financial planning and portfolio management for individuals. View all service details ↓
HALL PRIVATE WEALTH ADVISORS manages $240 million in client assets according to their SEC filing dated September 28, 2023.
According to their SEC Form ADV, HALL PRIVATE WEALTH ADVISORS serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 79
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 92.40%
Average Client Assets: $2.8 million
Total Client Accounts: 350
Discretionary Accounts: 350
Regulatory Filings
CRD Number: 175335
Filing ID: 1790650
Last Filing Date: 2023-09-28 20:36:00