W
$37.9M Total AUM
$37.9M Disc. AUM
-- 3Y CAGR
1 Employees
4 ADV. Clients
27 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Stifel
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-05-1999
- Office Locations
- 1
Office Locations
-- Centennial CO
About William Wolcott Hall Investment Adviser
William Wolcott Hall Investment Adviser is a Centennial-based RIA. The firm has been operating for 27 years. Managing $37.9M in total assets under management, with 1 advisory representatives. They custody assets with Stifel.
Team overview
-- AVG AGE
$37.9M AVG AUM / ADVISOR
$9.5M AVG AUM / CLIENT
27.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
27yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Investment Vehicles
Available
Services
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Owner & Executives
WILLIAM WOLCLOTT HALL
Financial Advisor
- CRD
- #1251849
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $37,928,609 | -- |
| Non-Discretionary | $0 | -- |
| Total | $37,928,609 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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