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| Keyboard |
| Hall Retirement Planning Services LLC
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|---|---|
| CRD # | 289847 |
| SEC # | 801-120012 |
| CIK # | |
| AUM | 246.0 M (2026-03-05) |
| Employees | 6 (33% Investors, 0% Brokers) |
| Phone | 865-220-9311 |
| Address | 4533 Papermill Dr Knoxville, TN 37909 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 133 | 48.1 |
| (b) Individuals (high net worth individuals) | 115 | 176.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 21.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 510 | 246.0 |
| By Discretionary | ||
| Discretionary | 510 | 246.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 510 | 246.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 246.0 | |
| Total | 510 | 246.0 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Value Investment Professionals LLC
✚
|
NY | 246.7 M |
|
Julex Capital Management LLC
✚
|
MA | 246.7 M |
|
Taconic Advisors Inc
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|
NY | 246.3 M |
|
McKinney Capital Management LLC
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TX | 246.1 M |
|
The Professional Financial Company LLC
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UT | 246.1 M |
|
Des Moines Investments LLC
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|
IA | 246.0 M |
|
Pinnacle West Asset Management Inc
✚
|
WY | 245.9 M |
|
Toro West Capital Advisors LLC
✚
|
CO | 245.7 M |
|
Global Wealth Management LLC
✚
|
NJ | 245.7 M |
|
RM Financial Services LLC
✚
|
ME | 245.4 M |