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James Dennis Hallett

HALLETT INVESTMENTS, LLC·PORT ANGELES, Washington
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1506 EAST FIRST STREET, PORT ANGELES, WA 98362CRD# 1693123Firm CRD# 306187
01

About

James Dennis Hallett is a registered financial advisor based in PORT ANGELES, Washington, affiliated with HALLETT INVESTMENTS, 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
HALLETT INVESTMENTS, LLC
HALLETT ADVISORS
AUM
$130M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at HALLETT INVESTMENTS, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Other: THIRD PARTY ADVISORY FEES
Regulatory
SEC/IARD CRD# 1693123
Firm CRD# 306187
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does James Dennis Hallett offer?
James Dennis Hallett specializes in Financial Planning, Investment Management. Contact their office in PORT ANGELES, Washington for a consultation.
What are James Dennis Hallett's credentials?
James Dennis Hallett is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Dennis Hallett located?
James Dennis Hallett is based in PORT ANGELES, Washington, working with HALLETT INVESTMENTS, LLC. Their office serves clients in the PORT ANGELES metropolitan area and surrounding communities.
How does James Dennis Hallett charge for services?
James Dennis Hallett's firm is compensated through percentage of aum, hourly charges, other: third party advisory fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HALLETT INVESTMENTS, LLC?
HALLETT INVESTMENTS, LLC has approximately 6 employees and manages $130M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in PORT ANGELES
James Craig Holst — HALLETT INVESTMENTS, LLCMatthew Scott Miller — HALLETT & ASSOCIATES, P.S.
Nearby cities in Washington
SEATTLE (905)BELLEVUE (345)SPOKANE (98)VANCOUVER (76)TACOMA (62)
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Research
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