Hales Tax Solutions Pllc
Firm details
- Headquarters
- Gilbert, Arizona
- CRD number
- 331756
- Fee structure
- Other
- Services
- Selection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Hales Tax Solutions Pllc operates primarily as an accounting firm with a focus on investment activities. While the firm does not have a specific classification, it is recognized as a capital allocator and engages in the selection of other advisers. The firm also conducts educational seminars and workshops, indicating a commitment to client education and empowerment. Hales Tax Solutions Pllc does not actively pursue ESG investments and is not classified as a multi-state 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
Andrew Hales
OwnerCRD 7970756
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Gilbert, AZ
Maricopa
Location
Gilbert, AZ
Headquartered in Gilbert, AZ, anchoring the Phoenix-Mesa, AZ metro in the West.
- Metro area
- Phoenix-Mesa, AZ
- Region
- West
- County
- Maricopa
- Address
- 1560 W Warner Rd
- Time zone
- MT (UTC-7)
- Office locations
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