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Hall & North Financial Group, LLC (Houston)


Hall & North Financial Group, LLC is an adviser based in Houston. It manages $45.44 million of regulatory assets for 323 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdiction of Texas.

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Hall & North Financial Group 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.

Hall & North Financial Group: assets under management

The assets under management (AUM) of Hall & North Financial Group, LLC is $45.44 million. The firm's AUM has gone down by -15% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $41.82 million in discretionary accounts and $3.62 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $139.41 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $157.24 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Hall & North Financial Group, LLC for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. 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 Houston

The principal office where Hall & North Financial Group, LLC performs its advisory services is located at 3319 Louvre Lane, Houston, TX 77082, 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 (281) 870-9400 or by fax (281) 870-9404. The normal business hours are 8:00 - 5:00 on Monday - Friday. You can find more information about the New York firm at www.hallandnorthfinancialgroup.com.


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