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Building 2HALLETT ADVISORS

Map pinPORT ANGELES, WA
Phone360-457-6000
NotebookSEC #801-60935
Total AUM
$104.8M
Employees
1
Clients
268

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
321 EAST FIRST STREET
PORT ANGELES
WA 98362-0338
United States
Operating Hours
8 A.M. TO 5 P.M. PT
Monday - Friday
Phone
360-457-6000
Other Offices
1

ReceiptFinancials

Total AUM
$104.8M
Accounts
796
Discretionary
$104.8M
Accounts
796
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
225
AUM
$62M
HNW Individual Clients
31
AUM
$37M
Pension/Profit Sharing Plan Clients
1
AUM
$426.4K
Charitable Organization Clients
11
AUM
$5.3M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther ServicesPension Consulting
Other Services
CONSULTATION SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLWA

HandshakeAffiliates

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

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