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JW HALL FINANCIAL LLC
CRD 337745
18756 STONE OAK PKWY, STE 200, SAN ANTONIO, TX, 78258, United States
Phone
3374465950
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$6.5M
Discretionary AUM
$6.5M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-01-08
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 2 | $122K |
| High net worth individuals | 4 | $6.3M |
All web addresses on file
Official SEC filing: View on IAPD