HALIFAX INVESTMENT MANAGEMENT, L.L.C.

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

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 $1,570,095,198 assets under management, offering retirement planning & investment advisory services to 7 clients. The firm is staffed with 16 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	152789
SEC#	801-71683
Assets Managed by Firm	$1,570,095,198
No. of Clients	7
No. of Advisors	16

Fee Structure

A percentage of AUM
Performance Based
Other (CONSULTING)

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	7	$1,570,095,198

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