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Garrett L Halton

THE PERSPECTIVE GROUP, LLC·LAWRENCE, Kansas
Unclaimed Profile
900 MASSACHUSETTS STREET, LAWRENCE, KS 66044CRD# 6224158Firm CRD# 175294
01

About

Garrett L Halton is a registered financial advisor based in LAWRENCE, Kansas, affiliated with THE PERSPECTIVE GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
THE PERSPECTIVE GROUP, LLC
THE PERSPECTIVE GROUP
AUM
$178M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at THE PERSPECTIVE GROUP, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6224158
Firm CRD# 175294
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Garrett L Halton offer?
Garrett L Halton specializes in Financial Planning, Investment Management. Contact their office in LAWRENCE, Kansas for a consultation.
What are Garrett L Halton's credentials?
Garrett L Halton is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Garrett L Halton located?
Garrett L Halton is based in LAWRENCE, Kansas, working with THE PERSPECTIVE GROUP, LLC. Their office serves clients in the LAWRENCE metropolitan area and surrounding communities.
How does Garrett L Halton charge for services?
Garrett L Halton's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is THE PERSPECTIVE GROUP, LLC?
THE PERSPECTIVE GROUP, LLC has approximately 5 employees and manages $178M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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