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BILLFOLD BUDGET COUNSELING
HATTON, WILLIAM JAMES
CRD 305073
14900 MAGNOLIA BLVD, #55474, SHERMAN OAKS, CA, 91403, United States
Phone
818-522-0975
Fax
—
Registration
— (—)
Source
State registered
Total AUM
—
Discretionary AUM
—
Team
1 total employees; 1 advisory reps; 35 broker-dealer reps
Clients
26-50
Fees
Hourly charges; Subscription fees; Fixed fees
Org form
Sole Proprietorship
Filing date
2026-06-09
Disciplinary history
No
Services
Financial planning
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 35 | $0 |
All web addresses on file
Official SEC filing: View on IAPD