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HALL CAPITAL PARTNERS LLC

One Maritime Plaza
6th Floor
San Francisco, California 94111
Tel: 415-288-0544

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About HALL CAPITAL PARTNERS LLC

HALL CAPITAL PARTNERS LLC, formally registered with the SEC as HALL CAPITAL PARTNERS LLC. The firm was established in 07/28/1995. They have over 2 offices throughout the country.

HALL CAPITAL PARTNERS LLC is a San Francisco, California based Financial Planning firm with nearly $46,675,760,307 assets under management, offering retirement planning & investment advisory services to 187 clients. The firm is staffed with 203 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#106759
SEC# 801-49751
Assets Managed by Firm $46,675,760,307
No. of Clients 187
No. of Advisors 203

Fee Structure

  • A Percentage of AUM
  • Fixed Fees
  • Performance Based

Advisory Services Provided

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
  • Selection of Other Advisors

Firm Client Information

No. of ClientsAUM
Firm Total187$46,675,760,307
High net worth individuals113$32,235,077,525
Pension and profit sharing plans$872,207,314
Charitable organizations14$4,225,965,985
Other investment advisersFewer than 5 clients$563,217,430
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