Hall Financial Wellness
Firm details
- Headquarters
- Newport Beach, California
- CRD number
- 334520
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Pension & Profit Sharing Plans100%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Hall Financial Wellness is a California-based limited liability company whose ownership is held by an individual. The firm provides financial planning, portfolio management for individuals and small businesses, and pension consulting services. Its advisory compensation is a mix of percentage-of-AUM fees and fixed fees. The firm is state-registered in California and is classified as an unclassified adviser in the available data.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Suzan Hall
Founder and CEOCRD 4335113
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Newport Beach, CA
Orange
Location
Newport Beach, CA
Headquartered in Newport Beach, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Orange
- Address
- 4000 Mac Arthur Blvd
- Time zone
- PT (UTC-8)
- Office locations
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