HALCYON GLOBAL ADVISORS

15660 Dallas Parkway
Suite 1425
Dallas, Texas 75248
Tel: (972) 499-8278

About HALCYON GLOBAL ADVISORS

HALCYON GLOBAL ADVISORS, formally registered with the SEC as HALCYON GLOBAL ADVISORS. The firm was established in 03/06/2020. They have over 1 offices throughout the country.

HALCYON GLOBAL ADVISORS is a Dallas, Texas based Financial Planning firm with nearly $193,988,715 assets under management, offering retirement planning & investment advisory services to 466 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	170600
SEC#	801-118182
Assets Managed by Firm	$193,988,715
No. of Clients	466
No. of Advisors	2

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	466	$193,988,715
Individuals (other than high net worth individuals)	76	$24,147,975
High net worth individuals	52	$157,510,983
Pension and profit sharing plans	3	$5,014,494
Corporations or other businesses	7	$7,315,263

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