Halo Investment Services, LLC
Firm details
- Headquarters
- Manhasset, New York
- CRD number
- 325613
- Registered since
- May 4, 2023
- Fee structure
- Percentage of AUM
- Client types
- Other100%
- Services
- Selection of Other Advisers
Firm profile
FINTRXOverview
Halo Investment Services, LLC is an institutional registered investment adviser organized as an LLC. The firm is registered with the SEC in 2023. It operates as a capital allocator and delivers advisory services that include the selection of other advisers. The business also has a broker-dealer affiliation and lists registered representative activity among its business functions. Fee arrangements are based on a percentage of assets under management. The firm is identified as a related adviser in its filings and does not present itself as an active ESG investor or a pension consultant.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Location
Manhasset, NY
Nassau
Location
Manhasset, NY
Headquartered in Manhasset, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Nassau
- Address
- 1129 Northern Blvd
- Time zone
- ET (UTC-5)
- Office locations
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