Investment adviser · CRD 175335
HALL PRIVATE WEALTH ADVISORS
Investment adviser filing (IA)
HALL PRIVATE WEALTH ADVISORS, LLC
SAN DIEGO, CA, United States · Form ADV filed Sep 28, 2023
- Regulatory AUM
- $240M Form ADV · Item 5.F
- Client accounts
- 350 Accounts, not individual clients
- Employees
- 7 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 79 | $222,003,325 | 92.4% |
| Individuals | 45 | $13,935,687 | 5.8% |
| Retirement plans | 20 | $4,326,769 | 1.8% |
Filing source
Form ADV 1790650 · Sep 28, 2023 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
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: Sep 28, 2023. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets · Hourly · Fixed · Performance-based
Principal office
2305 HISTORIC DECATUR RD., SUITE 100SAN DIEGO, CA, 92106, United States
CRD 175335
Filing source
Form ADV 1790650 · Sep 28, 2023 · 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.