HALES TAX SOLUTIONS PLLC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
3
Advisory reps
1

Firm details

Headquarters
GILBERT, Arizona
CRD number
331756
Fee structure
Other
Services
Selection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Hales Tax Solutions Pllc operates primarily as an accounting firm with a focus on investment activities. While the firm does not have a specific classification, it is recognized as a capital allocator and engages in the selection of other advisers. The firm also conducts educational seminars and workshops, indicating a commitment to client education and empowerment. Hales Tax Solutions Pllc does not actively pursue ESG investments and is not classified as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • Andrew Hales

    OwnerCRD 7970756

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

GILBERT, AZ

MARICOPA

Location

GILBERT, AZ

Headquartered in GILBERT, AZ, anchoring the Phoenix-Mesa, AZ metro in the West.

Metro area
Phoenix-Mesa, AZ
Region
West
County
MARICOPA
Address
1560 W Warner Rd
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth