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

More Retirement Planning firms in Manhasset, New York:

Firm Name	Assets Under Management	Total Clients	Total Advisors

Explore More Retirement Advisors in Manhasset, New York

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.