Von Halle, Allan

Overview

Allan Von Halle operates a small, independent registered investment advisory practice structured as a sole proprietorship. The firm serves both individual and family clients as well as institutional accounts, with a stated advisory emphasis on portfolio management for individuals and small businesses. Compensation is charged as a percentage of assets under management and through fixed fees. The adviser does not position itself as a capital allocator, is not identified as an ESG-focused investor, and is not registered or described as a multi-state or newly formed adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives