AdvisorOS Directory
Claim Profile
PS

Phil Schlein

THE HALO FUND MANAGEMENT CO, LLC·MOUNTAIN VIEW, California
Unclaimed Profile
2665 MARINE WAY, MOUNTAIN VIEW, CA 94043CRD# 6042189Firm CRD# 162815
01

About

Phil Schlein is a registered financial advisor based in MOUNTAIN VIEW, California, affiliated with THE HALO FUND MANAGEMENT CO, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties

Specialties will be added during profile enrichment.

Client Types

Client type data will be added during profile enrichment.

03

Firm Overview

Firm
THE HALO FUND III MANAGEMENT CO, LLC
THE HALO FUND III MANAGEMENT CO, LLC
AUM
—
Regulatory assets under management
Employees
—
Total firm employees
View all advisors at THE HALO FUND III MANAGEMENT CO, LLC →
04

Background

Compensation

Compensation details will be added during enrichment.

Regulatory
SEC/IARD CRD# 6042189
Firm CRD# 162815
View on FINRA BrokerCheck →

Looking for a financial advisor in MOUNTAIN VIEW?

Browse all registered financial advisors in MOUNTAIN VIEW, California or claim this profile if it's yours.

Browse MOUNTAIN VIEW AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Phil Schlein offer?
Phil Schlein is a registered financial advisor in MOUNTAIN VIEW, California. Contact their office for details on services offered.
What are Phil Schlein's credentials?
Phil Schlein is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Phil Schlein located?
Phil Schlein is based in MOUNTAIN VIEW, California, working with THE HALO FUND MANAGEMENT CO, LLC. Their office serves clients in the MOUNTAIN VIEW metropolitan area and surrounding communities.
How large is THE HALO FUND MANAGEMENT CO, LLC?
THE HALO FUND MANAGEMENT CO, LLC is a registered investment adviser with the SEC. See their Form ADV for full details.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in MOUNTAIN VIEW
Soham Mazumdar — FIREBOLT VENTURES MANAGEMENT COMPANY, LLCPatrick Neal Phillips — WEALTH ARCHITECTS, LLCZain Iqbal Allarakhia — INSTAVEST ADVISER, INC.Martin Bicker — WAVERLEY WEALTH MANAGEMENT LLCAnoop Jayadevan — FIREBOLT VENTURES MANAGEMENT COMPANY, LLC
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile