HALSEYPOINT ASSET MANAGEMENT

200 N. Pacific Coast Highway
Suite 675
El Segundo, California 90245
Tel: 424-220-6440

About HALSEYPOINT ASSET MANAGEMENT

HALSEYPOINT ASSET MANAGEMENT, formally registered with the SEC as HALSEYPOINT ASSET MANAGEMENT. The firm was established in 10/01/2019. They have over 1 offices throughout the country.

HALSEYPOINT ASSET MANAGEMENT is a El Segundo, California based Financial Planning firm with nearly $3,141,308,655 assets under management, offering retirement planning & investment advisory services to 6 clients. The firm is staffed with 12 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	305194
SEC#	801-117358
Assets Managed by Firm	$3,141,308,655
No. of Clients	6
No. of Advisors	12

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	6	$3,141,308,655

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