Hall Private Wealth Advisors
Hall Private Wealth Advisors (CRD# 175335) is a financial advisory firm headquartered in Solana Beach, CA. They manage $150,000,000 in 80 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management150MILLION
Total Number of Accounts80ACCOUNTS
Average Account Value$1,875,000
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Patrick Maher (CRD# 734712) is an Investment Advisor Representative working at Hall Private Wealth Advisors in Solana Beach, CA and has over 30 years of experience in the finance industry.
Natalie Stillman (CRD# 2314765) is an Investment Advisor Representative working at Hall Private Wealth Advisors in Solana Beach, CA and has over 24 years of experience in the finance industry.
Russell Hall (CRD# 2098008) is founder, owner and Managing Director at Hall Private Wealth Advisors, LLC, a Registered Investment Advisor started in April 2015 offering a range of wealth planning and asset management services.
Mr. Hall is an Investment Advisor Representative as well as a General Securities Representative, giving him the ability to advise on fee-based assets as well as transact for clients not part of the firm's fee-based advisory services through the firm's executing broker-dealer M.S. Howells & Co.
Mr. Hall has over 26 years of experience in the finance industry and leads a team of Investment Advisor Representatives with multiple roles and specialties in financial planning, life insurance and business succession, estate planning and business retirement plans.