Holden Hall Wealth Management

Holden Hall Wealth Management (CRD# 283485) is a financial advisory firm headquartered in San Rafael, CA. They serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Holden Hall Wealth Management
Showing 1 - 2 of 2 top financial advisors.
1
Michael J. Hall
CRD#: 2261130
68 Mitchell Blvd., Suite 240, San Rafael, CA 94903
96
Wealthminder
score

Michael Hall (CRD# 2261130) is an Investment Advisor Representative working at Holden Hall Wealth Management in San Rafael, CA and has over 20 years of experience in the finance industry. Michael Hall has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Nathaniel F. Holden
CRD#: 6639783
68 Mitchell Blvd., Suite 240, San Rafael, CA 94903
90
Wealthminder
score

Nathaniel Holden (CRD# 6639783) is an Investment Advisor Representative working at Holden Hall Wealth Management in San Rafael, CA and has 1 year of experience in the finance industry.

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