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HALLETT ADVISORS
1506 East First Street
Port Angeles, Washington 98362
Tel: 360-457-6000
About HALLETT ADVISORS
HALLETT ADVISORS, formally registered with the SEC as HALLETT ADVISORS. The firm was established in 11/18/2019. They have over 5 offices throughout the country.
HALLETT ADVISORS is a Port Angeles, Washington based Financial Planning firm with nearly $145,197,577 assets under management, offering retirement planning & investment advisory services to 746 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 306187 |
| SEC# | 801-117651 |
| Assets Managed by Firm | $145,197,577 |
| No. of Clients | 746 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Other (THIRD PARTY ADVISORY FEES)
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 746 | $145,197,577 |
| Individuals (other than high net worth individuals) | 235 | $65,268,255 |
| High net worth individuals | 44 | $73,937,874 |
| Pension and profit sharing plans | 2 | $835,425 |
| Charitable organizations | 9 | $5,156,023 |
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