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HALE FINANCIAL SOLUTIONS, LLC
CRD 284620 · SEC 801-108210
80 EAST 1ST AVENUE, AFTON, WY, 83110, United States
Phone
307-885-7684
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$27.1M
Discretionary AUM
$27.1M
Team
3 total employees; 1 advisory reps; 2 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 72 | $23.4M |
All web addresses on file
Official SEC filing: View on IAPD