PPrivate Fund Data Log in Join · $37/mo

Hall Retirement Planning Services, LLC

● SEC registered since 2021CRD 289847SEC# 801-120012Knoxville, TN
Export (members)
Reg. AUM
$196.6M
Employees
6
Accounts
492
Location
Knoxville, TN

Hall Retirement Planning Services, LLC assets under management

Hall Retirement Planning Services, LLC is a registered investment adviser overseen by the SEC based in Knoxville, TN. The firm has been registered since 2021. It reports $196.6 million in regulatory assets under management and employs 6 people.
www.linkedin.com/in/spencer-hall-4692775View on SEC.gov ↗

Hall Retirement Planning Services, LLC owners & executives

1 reported
NameTitleOwnershipSince
Spencer Stanton Hall ControlPresident, Chief Compliance Officer, MemberOver 75%2017

Frequently asked questions

How much does Hall Retirement Planning Services, LLC manage?

Hall Retirement Planning Services, LLC reports $196.6 million in regulatory assets under management on its Form ADV.

How many employees does Hall Retirement Planning Services, LLC have?

Hall Retirement Planning Services, LLC reports 6 employees.

Where is Hall Retirement Planning Services, LLC located?

Hall Retirement Planning Services, LLC is based in Knoxville, TN and has been SEC-registered since 2021.

Does Hall Retirement Planning Services, LLC disclose fund performance?

Hall Retirement Planning Services, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address4533 Papermill Dr, Suite 101, Knoxville, TN 37909
Phone(865) 220-9311
Fax(865) 220-9316
Office hours8:30 a.m. To 4:00 p.m.
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$196.6M
Non-discretionary$0
Total (RAUM)$196.6M