AUMdb
CA

Craig Hallum Advisors Llc

State-registered Investment Adviser CRD 326968 · New York, NY
☆ Save with Pro ADV data as of Mar 19, 2026
Regulatory AUM
Discretionary
Clients
0
Avg AUM / client
Accounts
Employees
1

Who they serve

Client typeClientsAUM% of AUM
State or municipal government entities Fewer than 5 clients $0
Other investment advisers Fewer than 5 clients $0
Corporations and other businesses Fewer than 5 clients $0

People (1)

roster as of Jul 20, 2026
NameRole / titleCredentialsWith firm sinceOwnership
Christopher R Jensen Registered representative Aug 2023 (3y)

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 03/19/2026 1.25 MB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

  • Other fees
  • NEGOTIATED

Services

  • Other services

Custody

Firm reports it does not have custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 19, 2026.

View current Form ADV (SEC/IAPD) ↗