Overview
Assets Under Management: $399 million
Headquarters: FAIRHOPE, AL
High-Net-Worth Clients: 1
Average Client Assets: $248 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles
Clients
Number of High-Net-Worth Clients: 1
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 62.13
Average High-Net-Worth Client Assets: $248 million
Total Client Accounts: 209
Discretionary Accounts: 209
Regulatory Filings
CRD Number: 106454
Filing ID: 1981667
Last Filing Date: 2025-04-22 12:19:00
Website: https://hayekkallen.com