HALLETT ADVISORS

RIASEC RegisteredEst. 2019

Total AUM

$158M

Discretionary

$158M

100% of AUM

Avg account

$202K

Accounts

780

Employees

Advisory reps

Firm details

Headquarters: PORT ANGELES, Washington
CRD number: 306187
Registered since: November 18, 2019
Website: www.hallettadvisors.us
Custodians: CHARLES SCHWAB & CO., INC., SEI INVESTMENTS DISTRIBUTION CO.
Fee structure: Percentage of AUM, Hourly Charges, Other
Client types: HNWI53.4%
Individuals41.56%
Charitable Organizations4.2%
Pension & Profit Sharing Plans0.84%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Hallett Advisors is an independent registered investment adviser that focuses on discretionary portfolio management and financial planning for individuals, families and institutions. The firm operates as a capital allocator, blending third‑party manager selection with direct portfolio construction. Its investment mix leans heavily toward pooled public vehicles—mutual funds and similar public funds—while also allocating capital to external alternative managers in real estate, commodities and oil & gas. Fee arrangements include percentage‑of‑AUM billing alongside hourly and other charge structures, and the firm provides adviser‑of‑advisers services when selecting outside managers for client portfolios. Hallett Advisors files as an SEC‑registered adviser since 2019 and runs advisory programs that include portfolio management, financial planning and pension consulting support for smaller institutional and business clients. The firm does not position itself as an ESG specialist.