3605 Glenwood Avenue
Suite 490
Raleigh, North Carolina 27612
Tel: 919-786-4420
HALIFAX INVESTMENT MANAGEMENT, LLC, formally registered with the SEC as HALIFAX INVESTMENT MANAGEMENT, LLC. The firm was established in 07/21/2010. They have over 2 offices throughout the country.
HALIFAX INVESTMENT MANAGEMENT, L.L.C. is a Raleigh, North Carolina based Financial Planning firm with nearly $1,261,722,116 assets under management, offering retirement planning & investment advisory services to 5 clients. The firm is staffed with 20 experienced financial planners.
SEC Current Status | Approved |
Firm CRD# | 152789 |
SEC# | 801-71683 |
Assets Managed by Firm | $1,261,722,116 |
No. of Clients | 5 |
No. of Advisors | 20 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 5 | $1,261,722,116 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$714,587,898,072 | 76254 | 1338 | |
$367,167,074,976 | 4060 | 932 | |
$273,040,118,322 | 333 | 1029 | |
$235,232,798,890 | 7030 | 418 | |
$62,841,626,948 | 3390 | 180 |
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