Hale & Doerr Wealth Management LLC

Hale & Doerr Wealth Management LLC (CRD# 301094) is a financial advisory firm headquartered in Gulf Breeze, FL. They manage $24,324,603 in 100 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details

913 Gulf Breeze Pkwy Suite 4, Gulf Breeze, FL 32561

By the Numbers

Total Assets Under Management

24

MILLION
Total Number of Accounts

100

ACCOUNTS
Average Account Value

$243,246

Compensation Options

A percentage of assets under your management
Hourly charges

Advisory Services Offered

Financial planning services
Portfolio management for individuals and/or small businesses

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

AL, FL, TX

Financial Advisors at Hale & Doerr Wealth Management LLC

Showing 1 - 2 of 2 top financial advisors.

Heather Doerr

CRD#: 7021094

913 Gulf Breeze Pkwy, 4, Gulf Breeze, FL 32561

Heather Doerr (CRD# 7021094) is an Investment Advisor Representative working at Hale & Doerr Wealth Management LLC in Gulf Breeze, FL and has over 5 years of experience in the finance industry.

Tripp C. Hale

CRD#: 4478068

913 Gulf Breeze Pkwy Suite 4, Gulf Breeze, FL 32561

Tripp Hale (CRD# 4478068) is an Investment Advisor Representative working at Hale & Doerr Wealth Management LLC in Gulf Breeze, FL and has over 16 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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