Blair Hall Advisors, LLC (Seattle)

Name: Blair Hall Advisors, LLC
Address: 2801 Western Avenue, Seattle, WA, 98121
Telephone: (917) 756 - 8554

Blair Hall Advisors, LLC is an adviser based in Seattle. It manages $46.8 million of regulatory assets for 34 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdictions of New Jersey, New York, and Washington.

Blair Hall Advisors provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Blair Hall Advisors: assets under management

The assets under management (AUM) of Blair Hall Advisors, LLC is $46.8 million. The firm's AUM has grown by 24% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $37.1 million in discretionary accounts and $9.7 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.24 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $2.43 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Blair Hall Advisors, LLC for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Seattle

The principal office where Blair Hall Advisors, LLC performs its advisory services is located at 2801 Western Avenue, Seattle, WA 98121, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number (917) 756 - 8554 or by fax (917) 591 - 8524. The normal business hours are by appointment only on Monday - Friday. You can find more information about the New York firm at blairhalladvisors.com.

Blair Hall Advisors, LLC (Seattle)

Blair Hall Advisors: assets under management

Fees & Commissions

Based in Seattle

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