HALL PRIVATE WEALTH ADVISORS, LLC
Legal name: HALL PRIVATE WEALTH ADVISORS
CRD #175335 SEC #801-111779 SAN DIEGO, CA 858-263-1675
SEC Registered
Total AUM
$240.3M
Discretionary
$240.3M
Employees
7
Clients
26
Accounts
350
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2023 | $240.3M | $240.3M | $0 | 7 | 0 |
| Feb 2023 | $240.3M | $240.3M | $0 | 7 | 0 |
| Feb 2022 | $218.5M | $218.5M | $0 | 6 | 0 |
| Mar 2021 | $193.2M | $193.2M | $0 | 6 | 8 |
| Mar 2021 | $193.2M | $193.2M | $0 | 6 | 8 |
| Mar 2021 | $193.2M | $193.2M | $0 | 6 | 8 |
| Dec 2020 | $130.5M | $130.5M | $0 | 5 | 4 |
| Jun 2020 | $130.5M | $130.5M | $0 | 5 | 4 |
| Mar 2020 | $130.5M | $130.5M | $0 | 5 | 4 |
| Mar 2020 | $130.5M | $130.5M | $0 | 5 | 4 |
| Dec 2019 | $102M | $102M | $0 | 5 | 66 |
| Mar 2019 | $102M | $102M | $0 | 5 | 66 |
| Oct 2018 | $106M | $106M | $0 | 5 | 0 |
| Mar 2018 | $106M | $106M | $0 | 5 | 0 |
| Nov 2017 | $104.1M | $104.1M | $0 | 7 | 0 |
| Aug 2017 | $104.1M | $104.1M | $0 | 7 | 26 |
| Sep 2015 | $57M | $57M | $0 | 4 | 26 |
| Sep 2015 | $57M | $57M | $0 | 3 | 26 |
| Aug 2015 | $57M | $57M | $0 | 3 | 26 |
| Apr 2015 | $0 | $0 | $0 | 1 | 0 |
| Mar 2015 | $0 | $0 | $0 | 1 | 0 |
DateSep 2023
Total AUM$240.3M
Discretionary$240.3M
Non-Disc.$0
Employees7
Clients0
DateFeb 2023
Total AUM$240.3M
Discretionary$240.3M
Non-Disc.$0
Employees7
Clients0
DateFeb 2022
Total AUM$218.5M
Discretionary$218.5M
Non-Disc.$0
Employees6
Clients0
DateMar 2021
Total AUM$193.2M
Discretionary$193.2M
Non-Disc.$0
Employees6
Clients8
DateMar 2021
Total AUM$193.2M
Discretionary$193.2M
Non-Disc.$0
Employees6
Clients8
DateMar 2021
Total AUM$193.2M
Discretionary$193.2M
Non-Disc.$0
Employees6
Clients8
DateDec 2020
Total AUM$130.5M
Discretionary$130.5M
Non-Disc.$0
Employees5
Clients4
DateJun 2020
Total AUM$130.5M
Discretionary$130.5M
Non-Disc.$0
Employees5
Clients4
DateMar 2020
Total AUM$130.5M
Discretionary$130.5M
Non-Disc.$0
Employees5
Clients4
DateMar 2020
Total AUM$130.5M
Discretionary$130.5M
Non-Disc.$0
Employees5
Clients4
DateDec 2019
Total AUM$102M
Discretionary$102M
Non-Disc.$0
Employees5
Clients66
DateMar 2019
Total AUM$102M
Discretionary$102M
Non-Disc.$0
Employees5
Clients66
DateOct 2018
Total AUM$106M
Discretionary$106M
Non-Disc.$0
Employees5
Clients0
DateMar 2018
Total AUM$106M
Discretionary$106M
Non-Disc.$0
Employees5
Clients0
DateNov 2017
Total AUM$104.1M
Discretionary$104.1M
Non-Disc.$0
Employees7
Clients0
DateAug 2017
Total AUM$104.1M
Discretionary$104.1M
Non-Disc.$0
Employees7
Clients26
DateSep 2015
Total AUM$57M
Discretionary$57M
Non-Disc.$0
Employees4
Clients26
DateSep 2015
Total AUM$57M
Discretionary$57M
Non-Disc.$0
Employees3
Clients26
DateAug 2015
Total AUM$57M
Discretionary$57M
Non-Disc.$0
Employees3
Clients26
DateApr 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateMar 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0