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- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 12-03-2014
- Office Locations
- 1
Office Locations
About Blair Hall Advisors, LLC
Blair Hall Advisors is a Seattle-based RIA providing discretionary portfolio management and integrated financial planning for individuals and entrepreneurs, including tax, estate, retirement, and business-succession planning. Portfolios emphasize asset allocation and risk management using ETFs, index and mutual funds, with optional ESG/socially responsible tilts. Custody includes Charles Schwab and Interactive Brokers.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
THOMAS HENRY GERSON
Chief Compliance Officer, Managing Member, Managing Partner
- CRD
- #5695323
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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JOAO CORREIA
FOUNDER, Managing Member
- CRD
- #6021918
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $138,834,786 | $2,892,391 |
| Non-Discretionary | $0 | -- |
| Total | $138,834,786 | $2,892,391 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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