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-registered limited liability company that provides fee-based portfolio management services to individuals and small businesses. The firm is owner-operated (individual owner) and charges clients on a percentage-of-assets-under-management basis. Hale does not identify itself as an ESG investor and is not positioned as a capital allocator or pension consultant; its stated advisory activity is direct portfolio management for private clients.
Assets & Accounts
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
Location
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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