Holden Hall Wealth Management
Holden Hall Wealth Management (CRD# 283485) is a financial advisory firm headquartered in San Rafael, CA. They manage $5,852,872 in 35 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management6MILLION
Total Number of Accounts35ACCOUNTS
Average Account Value$167,225
- A percentage of assets under your management
- 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)
Michael Hall (CRD# 2261130) is an Investment Advisor Representative working at Holden Hall Wealth Management in San Rafael, CA and has over 22 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.
Nathaniel Holden (CRD# 6639783) is an Investment Advisor Representative working at Holden Hall Wealth Management in San Rafael, CA and has over 2 years of experience in the finance industry.