Blue Hall Capital, Llc

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Description

  • California based Registered Investment Advisor specializing in managing investments to meet the goals of high net worth families. We manage investments with the aim of providing clients peace of mind that their financials goals will be reached. Through our proprietary Financial LifePlan (FLP) analysis, we review client's assets and liabilities to show them what goals can be met over a one, five and ten year time frame. Our analysis is designed to answer questions such as the following: - Can we sustain our current lifestyle through our investments? - What is the right amount of risk to take relative to our financial goals? - If the market drops more than 10%, will that affect our lifestyle? What about 25%? - What kind of emergencies can we absorb while still being able to meet our goals? - How much can we gift our children, and how often? - Is there a team and plan in place so that my surviving spouse won't have to worry?
  • location

    Headquarters:1370 Trancas Street , Napa, California, United States

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  • Blue Hall Capital, Llc phone

    Phone Number:

  • Blue Hall Capital, Llc website

    Website: https://www.bluehallcap.com

  • Blue Hall Capital, Llc employees

    Employees:4

  • Blue Hall Capital, Llc revenue

    Revenue:$0 - 1M

  • Blue Hall Capital, Llc legal name

    Legal Name:Blue Hall Capital, Llc

  • Blue Hall Capital, Llc's Social Media

    Blue Hall Capital, Llc linkedin
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  • |  NAICS Code: 525910  |

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CEO for Blue Hall Capital, Llc

Milton Balbuena

Chief Executive Officer

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Frequently Asked Questions regarding Blue Hall Capital, Llc

  • Where are Blue Hall Capital, Llc's Headquarters?

    Blue Hall Capital, Llc's Headquarters are in 1370 Trancas Street ,Napa,California,United States

  • What is Blue Hall Capital, Llc's official website?

    Blue Hall Capital, Llc's official website is https://www.bluehallcap.com

  • What is Blue Hall Capital, Llc's Revenue?

    Blue Hall Capital, Llc's revenue is $0 - 1M

  • What is Blue Hall Capital, Llc's NAICS code?

    Blue Hall Capital, Llc's NAICS code is 525910

  • How many employees are working in Blue Hall Capital, Llc

    Blue Hall Capital, Llc has 4 employees

  • What is Blue Hall Capital, Llc's Industry?

    Blue Hall Capital, Llc is in the industry of Financial Services

  • Who is Blue Hall Capital, Llc's CEO?

    Blue Hall Capital, Llc's CEO is Milton Balbuena

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