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Hall, Vernon T. (Riverside)


Hall, Vernon T. is an internet adviser based in Riverside. It manages $21.01 million of regulatory assets for 121 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdictions of California and Oregon.

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Hall, Vernon T provides financial planning services, portfolio management for individuals and small businesses, and market timing services. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Hall, Vernon T: assets under management

The assets under management (AUM) of Hall, Vernon T. is $21.01 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $21.01 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $173.65 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Hall, Vernon T. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Riverside

The principal office where Hall, Vernon T. performs its advisory services is located at 6960 Magnolia Avenue,, Riverside, CA 92506, 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 909-781-7320 or by fax 909-682-1382. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.imscpas.com.


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