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HALITE PARTNERS, LLC
HALITE PARTNERS, LLC
COLUMBUS, Ohio
·
1 registered advisor
·
CRD# 289182
SEC# 801-110910
1
614-924-0500
01
Firm Overview
AUM
$111M
Regulatory assets under management
Employees
12
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
03
Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
04
Advisors at HALITE PARTNERS, LLC
1 registered advisor
Phil C Shaffer
COLUMBUS, Ohio
CRD# 716363
05
Office Locations
COLUMBUS, Ohio
1 advisor
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Data sourced from SEC Form ADV filings. HALITE PARTNERS, LLC (CRD# 289182) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.