HALO INVESTMENT SERVICES, LLC

1129 Northern Blvd.
Suite 404
Manhasset, New York 11030
Tel: 312-586-2790

About HALO INVESTMENT SERVICES, LLC

HALO INVESTMENT SERVICES, LLC, formally registered with the SEC as HALO INVESTMENT SERVICES, LLC. The firm was established in 05/04/2023. They have over 2 offices throughout the country.

HALO INVESTMENT SERVICES, LLC is a Manhasset, New York based Financial Planning firm with nearly $31,200,000 assets under management, offering retirement planning & investment advisory services to 2 clients. The firm is staffed with 15 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	325613
SEC#	801-127670
Assets Managed by Firm	$31,200,000
No. of Clients	2
No. of Advisors	15

Fee Structure

A percentage of AUM

Advisory Services Provided

Selection for other advisors
Other (SMA PLATFORM SERVICES)

Firm Client Information

	No. of Clients	AUM
Firm Total	2	$31,200,000

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