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Multi-Family OfficeRIA · CRD 301094State-Registered Investment Adviser

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Hale & Doerr Wealth Management

Hale & Doerr Wealth Management LLC is a state-registered investment adviser in Gulf Breeze, FL. The firm manages approximately $47 million in assets.

Overview

Hale & Doerr Wealth Management LLC is a state-registered investment adviser in Gulf Breeze, FL. The firm manages approximately $47 million in assets. It has 2 employees and 2 investment advisers.

General information

Firm type

Multi Family Office

Location

Region

North America

Country

United States

City

Gulf Breeze

Corporate office

Boston, MA, United States

Sector focus

Private CreditReal EstateHedge FundsInfrastructure

Frequently asked questions

Who runs investment decisions at Hale & Doerr Wealth Management?

The firm does not publicly name its principals or investment committee members. As an RIA registered in the US, the firm has a designated Chief Compliance Officer, but the specific names and titles of decision-makers are not available in public filings or marketing materials.

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