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The Hall Wealth Management Group

$500MBook of businessas reported in coverage
3Advisors
Bellevue, WAMarket
1Moves on our record
The lineage
until Sep 5, 2026PRIORMerrill Lynch
Sep 5, 2026CURRENTUBS
Sep 4, 2026team liftoutMerrill Lynch → UBS

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THE DESK BRIEF

Flows, fee cuts, and closure risk on the funds you watch — every trading morning.