RIA Intel›Advisers›California›HULL, MARK HAROLD

HULL, MARK HAROLD

Advisory

N·SAN DIEGO, CA

Data as of Feb 26, 2024 · Source: SEC Form ADV

Total AUM

$153M

1-Year AUM Growth

+27.9%

3-Year CAGR

+9.7%

Employees

3

Assets Under Management

Total AUM$153M

Discretionary AUM$153M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients—

Team

Total Employees3

Investment Advisers3

Employee Growth (1Y)—

Filing History

Total Filings on Record9

First FilingMar 11, 2021

Latest FilingFeb 26, 2024

🔒 Full AUM trend chart and 9 historical filings spanning 3+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on HULL, MARK HAROLD

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.