Investment adviser · CRD 146007
HALL & NORTH FINANCIAL GROUP, LLC
Investment adviser filing (IA)
· Form ADV filed Jun 21, 2012
- Regulatory AUM
- $45.4M Form ADV · Item 5.F
- Client accounts
- 323 Accounts, not individual clients
Not available in this filing: Employees, Advisory professionals.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jun 21, 2012. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets · Hourly · Fixed · Commissions
Principal office
CRD 146007
Filing source
Form ADV 651180 · Jun 21, 2012 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.