Overview
Assets Under Management: $50.3 billion
Headquarters: SAN FRANCISCO, CA
High-Net-Worth Clients: 110
Average Client Assets: $304 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 110
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 66.42
Average High-Net-Worth Client Assets: $304 million
Total Client Accounts: 186
Discretionary Accounts: 93
Non-Discretionary Accounts: 93
Regulatory Filings
CRD Number: 106759
Last Filing Date: 2025-01-10 00:00:00
Website: https://www.linkedin.com/company/hall-capital-partners-llc/