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BILLFOLD BUDGET COUNSELING

HATTON, WILLIAM JAMES

CRD 305073

Visit website

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

TypeClientsAUM
Individuals35$0

All web addresses on file

Official SEC filing: View on IAPD