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Building 2HALL PRIVATE WEALTH ADVISORS

Map pinSAN DIEGO, CA
Phone858-263-1675
NotebookSEC #801-111779
Total AUM
$240.3M
Employees
7
Clients
144

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2305 HISTORIC DECATUR RD.
SUITE 100
SAN DIEGO
CA 92106
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
858-263-1675
Other Offices
5

ReceiptFinancials

Total AUM
$240.3M
Accounts
350
Discretionary
$240.3M
Accounts
350
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
45
AUM
$13.9M
HNW Individual Clients
79
AUM
$222M
Pension/Profit Sharing Plan Clients
20
AUM
$4.3M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CALAMNNCTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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