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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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