Hall Asset Management Group, Inc.

Overview

Hall Asset Management Group, Inc. is organized as a corporation under individual ownership and presents itself primarily as a capital allocator and advisory practice that offers financial planning and the selection of other advisers. The firm charges clients through a mix of hourly fees, fixed fees, and unspecified "other" fee arrangements. It does not identify as an active ESG investor, is not described as a multi-state adviser, and is not listed as a pension consultant or related adviser. The firm maintains an industry affiliation with an insurance company, and its activity profile emphasizes advising and arranging access to outside managers rather than managing a large in-house investment platform. The source material does not provide a registration year with the SEC, nor does it specify client segments or account counts.

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