Hallgren Financial LLC
Firm details
- Headquarters
- ,
- CRD number
- 285749
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI96.61%
- Individuals3.39%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Hallgren Financial LLC is an independent, owner-operated registered investment adviser that provides fee-based portfolio management to individuals and small businesses. The firm is structured as an LLC and charges clients a percentage of assets under management. Its client focus is individual and family wealth rather than institutional mandates. The firm does not market itself as an ESG investor, is not multi-state registered, and does not identify as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
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
Asset composition
- Exchange Traded Equities99%
- Cash & Cash Equivalents1%
Contacts
1 of 1Bradley Hallgren
Managing MemberCRD 5959287
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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