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HALSEY ASSOCIATES
NEW HAVEN, CT
203-772-0740
SEC #801-106568Total AUM
$945.7M
Employees
7Clients
337Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
265 CHURCH STREET, 10TH FLOOR, SUITE 1006
NEW HAVEN
CT 06510
United States
NEW HAVEN
CT 06510
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Monday - Friday
Phone
203-772-0740
Other Offices
1
Financials
Total AUM
$945.7M
Accounts
700Discretionary
$939.9M
Accounts
694Non-Discretionary
$5.8M
Accounts
6
Clients
Individual Clients
139AUM
$99.2M
HNW Individual Clients
149AUM
$602.2M
Pension/Profit Sharing Plan Clients
16AUM
$77.2M
Charitable Organization Clients
20AUM
$101.2M
Corporation or Business Clients
13AUM
$65.9M
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
PORTFOLIO CONSULTING
Compensation Types
Charges Fixed FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
CACTFLMAMTNMNYTXVA
Affiliates
Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.