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HALIFAX INVESTMENT MANAGEMENT, L.L.C.

3605 Glenwood Avenue
Suite 490
Raleigh, North Carolina 27612
Tel: 919-786-4420

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About HALIFAX INVESTMENT MANAGEMENT, L.L.C.

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.

Firm Information

SEC Current StatusApproved
Firm CRD#152789
SEC# 801-71683
Assets Managed by Firm $1,261,722,116
No. of Clients 5
No. of Advisors 20

Fee Structure

  • A Percentage of AUM
  • Performance Based
  • Other(CONSULTING)

Advisory Services Provided

  • Portfolio Management for pooled Investment

Firm Client Information

No. of ClientsAUM
Firm Total5$1,261,722,116
Inquire with HALIFAX INVESTMENT MANAGEMENT, L.L.C.

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