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Building 2HALO INVESTMENT SERVICES, LLC

Map pinMANHASSET, NY
Phone312-586-2790
NotebookSEC #801-127670
Total AUM
$60M
Employees
24
Clients
1

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1129 NORTHERN BLVD.
SUITE 404
MANHASSET
NY 11030
United States
Operating Hours
8AM - 5PM
Monday - Friday
Phone
312-586-2790
Other Offices
1

ReceiptFinancials

Total AUM
$60M
Accounts
7
Discretionary
$0
Accounts
0
Non-Discretionary
$60M
Accounts
7

ContactClients

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Other Clients
1
AUM
$60M
Description of Other Clients
STRUCTURED NOTES PLATFORM TAMP

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionOther Services
Other Services
SMA PLATFORM SERVICES
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOFLILMNMONJNY

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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