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- Custodian
- Charles Schwab & Company ยท Lincoln Financial
- Clients
- Retail and Institutional
- Platforms
- Matrix signalPioneer +more
- Established Date
- 04-29-2010
- Office Locations
- 1
Office Locations
About Erica Hall Wealth Advisors, Llc.
EH Wealth Advisors is a Michigan-based advisory firm led by CEO Erica Hall, providing financial planning, investment management, wealth management and private client services for individuals and business owners. The firm focuses on tax management, retirement planning, estate conservation, insurance/annuities and college savings. Its investment approach uses actively managed, risk-managed asset-allocation portfolios, with private clients able to access private equity and specialized portfolios; SMA assets are predominantly in ETFs.
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Owner & Executives
ERICA NICOLE HALL
Chief Executive Officer, Financial Advisor, Manager, President
- CRD
- #4426458
- Ownership
- 75% or more
JAMES MINNICK
--
- CRD
- --
- Ownership
- 10% but less than 25%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,774,781 | -- |
| Non-Discretionary | $5,011,581 | -- |
| Total | $13,786,362 | -- |
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Separately Managed Accounts
Total SMA Asset: $13,769,076
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $803,775,811 | 9.7% |
| Public Funds | $1,624,124,319 | 19.6% |
| Cash | $3,770,288,597 | 45.5% |
| Other | $2,088,159,837 | 25.2% |
| Total | $8,286,348,564 | 100.0% |