A complete list of active advisors currently associated with Von Halle, Allan
Warmer can help you find a great advisor at Von Halle, Allan or one who fits your needs even better.
The firm provides combined financial planning and portfolio management to individuals as well as trusts, estates, charitable organizations and business entities. It reports approximately $9.33 million in assets under management across a four-client base. Investment services emphasize individualized planning and fundamental, research-driven equity and fixed income management, using ETFs, individual stocks and bonds, and mutual funds with periodic rebalancing and weekly account monitoring. The firm typically operates on a non-discretionary basis — roughly 94% of AUM is managed non-discretionarily — while retaining the ability to manage some accounts on a discretionary basis when agreed. Distinctive features include that the sole practitioner is a licensed CPA who also provides accounting consulting (reported to occupy less than 10% of time), and the firm explicitly accepts charitable organizations as clients. The firm maintains a relatively high account minimum and a very small client roster, reflecting an advisor-led, practice-specific approach rather than a larger institutional platform.
To learn more about the advisors currently working at Von Halle, Allan, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Sherman Oaks, CA
| 5
|
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