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Hall & Vernazza Cpas (Riverside)


Hall & Vernazza Cpas is a large advisory firm based in Riverside. It manages $26.47 million of regulatory assets for 49 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California and Oregon.




Hall & Vernazza Cpas provides financial planning services, portfolio management for individuals and small businesses, and market timing services. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Hall & Vernazza Cpas: assets under management

The assets under management (AUM) of Hall & Vernazza Cpas is $26.47 million. The firm's AUM has gone down by -46% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $21.86 million in discretionary accounts and $4.61 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $520.54 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $658.53 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Hall & Vernazza Cpas for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Riverside

The principal office where Hall & Vernazza Cpas performs its advisory services is located at 6960 Magnolia Avenue,, Riverside, CA 92506, 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 909-781-7320 or by fax 909-682-1382. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday.


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