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Overview Share
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Port Angeles, Washington
$104.5 million AUM
3 offices

Hallett Advisors is based in Port Angeles, Washington and has $104.5 million in assets under management.

Location
321 East First Street
Port Angeles, WA 98362
$104.5 million
AUM
5
Employees
AUM Share
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$104,491,200
Assets under management
720 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 229 $67,502,386 65% $294,770
High net worth individuals 24 $32,853,115 31% $1,368,880
Pension and profit sharing plans Fewer than 5 clients $528,315
Charitable organizations 9 $3,607,384 3% $400,820
Employees Share
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5
Employees
5
Investment analysts
100% of total employees
AUM per employee Share
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$104,491,200
Assets under management
$20,898,240
AUM per employee
$20,898,240
AUM per investment analyst
About Share
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Compensation

Hallett Advisors makes money through the following ways:

  • Percentage of AUM
  • Hourly fees
  • Fixed fees
Services offered

Hallett Advisors provides the following services:

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Consultation services
Firm data Share
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CRD number 306,187
SEC number 801-117651
Legal structure Limited Liability Company
Legal governance Oregon, United States
Latest ADV filing date March 12, 2020

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