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- Custodian
- Charles Schwab & Company · Interactive Brokers · JP Morgan
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-01-2020
- Office Locations
- 1
Office Locations
About Halcyon Investment Advisor
Halcyon Investment Advisor, LLC is a Los Angeles-based RIA providing personalized investment management for retail clients, building tailored portfolios aligned to individual goals and risk tolerance. The firm emphasizes transparent, consistent communication and investor education, drawing on global market expertise. Public filings indicate portfolios are primarily ETF-based with meaningful corporate fixed income exposure, and custody includes Interactive Brokers and JP Morgan.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
I-Jung Hsiao
--
- CRD
- #7233597
- Ownership
- 10% but less than 25%
Margy Chin Ho Lin
President
- CRD
- #7508959
- Ownership
- 10% but less than 25%
Showing 2 of 5 owners & executives
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HUI-CHIUNG TSENG
Investment Advisor
- CRD
- #7838769
Showing 1 of 6 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $49,721,708 | -- |
| Non-Discretionary | $0 | -- |
| Total | $49,721,708 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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