RIA Intel›Advisers›Pennsylvania›HALL, JOSHUA STEVEN

HALL, JOSHUA STEVEN

Advisory

PA

Data as of Feb 23, 2026 · Source: SEC Form ADV

Rank in PA

#1,465

of 1,528 advisers by AUM

Average account

$50K

across 40 accounts

AUM per adviser

$2M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 23, 2026.

Total AUM

$2M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$2M

Discretionary AUM$2M

Non-Discretionary AUM$300K

Discretionary %85%

Total Clients15

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureSole Proprietorship

Fiscal Year EndDecember

Operates InPA

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

15 clients

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

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