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Building 2HALL PRIVATE WEALTH ADVISORS

Map pinSOLANA BEACH, CA
Phone858-263-1675
NotebookSEC #801-84171
Total AUM
$57M
Employees
4
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
462 STEVENS AVENUE, SUITE 105
SOLANA BEACH
CA 92075
United States
Operating Hours
BY APPOINTMENT
BY APPOINTMENT
Phone
858-263-1675

ReceiptFinancials

Total AUM
$57M
Accounts
121
Discretionary
$57M
Accounts
121
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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

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