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BLAIR HALL ADVISORS, LLC
CRD 170114 · SEC 801-131677
Advisory firmLLC
Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.
CA, United States
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$138.8M
Discretionary AUM
$138.8M
Team
2 total employees; 2 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-13
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 5 | $799K |
| High net worth individuals | 43 | $138.0M |
States served
CA, NJ, NY, WA, TX
All web addresses on file
Official SEC filing: View on IAPD