HALE FINANCIAL SOLUTIONS, LLC

HALE FINANCIAL SOLUTIONS, LLC of AFTON, WY is an SEC-registered investment adviser (CRD 284620). Regulatory assets under management: $27.1M.

Registration

• CRD: 284620
• SEC file number: 801-108210
• Type: Registered investment adviser
• Location: 80 EAST 1ST AVENUE, AFTON, WY, 83110
• Phone: 307-885-7684
• Latest filing: 2026-03-23
• Regulatory AUM: $27.1M
• Discretionary AUM: $27.1M
• Clients: 3
• Accounts: 270

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 284620 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search