Hale Wealth Management, LLC
Firm details
- Headquarters
- Pensacola, Florida
- CRD number
- 343250
- Fee structure
- Percentage of AUM
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Hale Wealth Management, LLC is a Florida-based limited liability company that offers portfolio management services targeted at individuals and small businesses. The firm is owned by an individual and bills clients on a percentage-of-assets-under-management basis. FINTRX classifies the firm as unclassified; it does not appear as an ESG-focused advisor, and it does not describe itself as a capital allocator, pension consultant, or related adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1
Tripp Hale
PartnerCRD 4478068
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Pensacola, FL
Escambia
Location
Pensacola, FL
Headquartered in Pensacola, FL, anchoring the Pensacola-Ferry Pass, FL-AL metro in the South.
- Metro area
- Pensacola-Ferry Pass, FL-AL
- Region
- South
- County
- Escambia
- Address
- 322 S Alcaniz St
- Time zone
- ET (UTC-5)
- Office locations
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