$1.3M Total AUM
$1.3M Disc. AUM
-- 3Y CAGR
1 Employees
4 ADV. Clients
9 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-11-2016
- Office Locations
- 1
Office Locations
113 South Timber WAY Broadway VA
About Halieus Investment Advisors
Halieus Investment Advisors, LLC is a Virginia-based, SEC-registered RIA focused on financial planning and portfolio construction for individuals such as retirees and entrepreneurs. The firm emphasizes risk management—seeking to be “down less” in stressed markets—within active, allocation-driven portfolios that often use ETFs. Custody includes Interactive Brokers, and planning is guided by a defined planning framework.
Team overview
-- AVG AGE
$1.3M AVG AUM / ADVISOR
$330.6K AVG AUM / CLIENT
10 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
9yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
L
Lawrence Yoder
Chief Compliance Officer, Managing Member
- CRD
- #6682306
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,276,659 | -- |
| Non-Discretionary | $45,600 | -- |
| Total | $1,322,259 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
Continue browsing