H
CRD: 285749
Hallgren Financial LLC
Kalamazoo, MI
2697200127
$59.0M Total AUM
$59.0M Disc. AUM
-- 3Y CAGR
1 Employees
20 ADV. Clients
9 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 12-20-2016
- Office Locations
- 1
Office Locations
-- Kalamazoo MI
About Hallgren Financial LLC
Hallgren Financial LLC is a Kalamazoo-based RIA. The firm has been operating for 9 years. Managing $59.0M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Insurance, Portfolio Construction.
Team overview
-- AVG AGE
$59.0M AVG AUM / ADVISOR
$3.0M AVG AUM / CLIENT
9.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
9yrs Firm Age
Insights
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Asset Classes
Vertex
Client Personas
Quantum
Investment Themes
Value Bridge
Investment Vehicles
Signal
Services
Beacon Vital
Owner & Executives
B
BRADLEY STEVEN HALLGREN
Chief Compliance Officer, Managing Member
- CRD
- #5959287
- Ownership
- 75% or more
(510) 403-1843
prime.north@legacycapital.com
in linkedin.com/in/horizon-insight
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $59,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $59,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $59,000,000
Equity - Exchange:
52.1% Cash:
47.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,174,388,847 | 52.1% |
| Cash | $1,999,102,223 | 47.9% |
| Total | $4,173,491,070 | 100.0% |