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James Craig Holst

HALLETT INVESTMENTS, LLC·PORT ANGELES, Washington
Clean recordHALLETT INVESTMENTS, LLC
1506 EAST FIRST STREET, PORT ANGELES, WA 98362CRD# 1007503Firm CRD# 306187

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
James Craig Holst · PORT ANGELES, WA
Registration
CRD #1007503 · HALLETT INVESTMENTS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

James Craig Holst 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
Introduction

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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# 1007503
Firm CRD# 306187
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does James Craig Holst offer?
James Craig Holst specializes in Financial Planning, Investment Management. Contact their office in PORT ANGELES, Washington for a consultation.
What are James Craig Holst's credentials?
James Craig Holst is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Craig Holst located?
James Craig Holst 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 Craig Holst charge for services?
James Craig Holst'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 at HALLETT INVESTMENTS, LLC

James Dennis Hallett
PORT ANGELES, WA

More Advisors in PORT ANGELES, Washington

Matthew Scott Miller
HALLETT & ASSOCIATES, P.S.·PORT ANGELES, WA

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Research
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