HALLETT INVESTMENTS, LLC

HALLETT ADVISORS
PORT ANGELES, Washington·2 registered advisors·CRD# 306187
SEC# 801-1176514360-457-6000
01

Firm Overview

AUM
$130M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Other: THIRD PARTY ADVISORY FEES
03

Specialties

Financial PlanningInvestment Management
04

Advisors at HALLETT INVESTMENTS, LLC

2 registered advisors
James Craig Holst
PORT ANGELES, Washington
James Dennis Hallett
PORT ANGELES, Washington
05

Office Locations

PORT ANGELES, Washington
2 advisors

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Data sourced from SEC Form ADV filings. HALLETT INVESTMENTS, LLC (CRD# 306187) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.