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Building 2HALSEY ASSOCIATES INC

Map pinNEW HAVEN, CT
Phone203-772-0740
NotebookSEC #801-13704
Total AUM
$880M
Employees
7
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
234 CHURCH STREET
10TH FLOOR
NEW HAVEN
CT 06510
United States
Operating Hours
9 A.M. - 5 P.M.
Monday - Friday
Phone
203-772-0740

ReceiptFinancials

Total AUM
$880M
Accounts
696
Discretionary
$874.4M
Accounts
687
Non-Discretionary
$5.6M
Accounts
9

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
PORTFOLIO CONSULTING
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTFLMANHNYTXVA

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

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