RIA Intel›Advisers›Georgia›HALL FINANCIAL ADVISORS, PC

HALL FINANCIAL ADVISORS, PC

Advisory

KENNESAW, GA

Data as of Feb 27, 2024 · Source: SEC Form ADV

Average account

$431K

across 51 accounts

AUM per adviser

$22M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 27, 2024.

Total AUM

$22M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$22M

Discretionary AUM$22M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients51

Team

Total Employees3

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InGA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

51 clients

5 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in GA

Closest by assets under management. All figures from Form ADV.

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ASPEN STRATEGIC ALLIANCE LLC

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INFINITY WEALTHCARE, LLC

$21M

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