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- Custodian
- Charles Schwab & Company ยท SEI
- Clients
- Retail and Institutional
- Platforms
- Matrix beaconVertex horizon +more
- Established Date
- 11-18-2019
- Office Locations
- 3
Office Locations
About Hallett Advisors
Hallett Advisors is a privately owned fiduciary boutique in the Pacific Northwest serving a select roster of individuals, nonprofits, and corporations globally. The team provides custom financial planning and portfolio management with a calm, long-term approach, using diversified allocations that can include ETFs and mutual funds. Reported custodial relationships include Schwab and SEI.
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Owner & Executives
JAMES DENNIS HALLETT
Owner
- CRD
- #1693123
- Ownership
- Less than 5%
JAMES CRAIG HOLST
Chief Compliance Officer, Managing Member
- CRD
- #1007503
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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CHRISTINE MARIE CRUZ
Investment Advisor Representative
- CRD
- #6949264
MICHAEL GREGORY TUDOR
Chief Compliance Officer
- CRD
- #6281832
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Legacy legacy
- CRD
- #41388
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $157,934,527 | $202,480 |
| Non-Discretionary | $0 | -- |
| Total | $157,934,527 | $202,480 |
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Separately Managed Accounts
Total SMA Asset: $157,934,527
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $522,158,007 | 14.8% |
| Equity - Exchange | $822,046,052 | 23.3% |
| Private Funds | $670,337,983 | 19.0% |
| Equity - OTC | $289,303,761 | 8.2% |
| Corporate - Investment Grade | $232,854,247 | 6.6% |
| Municipal Bonds | $631,528,941 | 17.9% |
| U.S. Government/Agency | $359,865,654 | 10.2% |
| Total | $3,528,094,645 | 100.0% |