Von Halle, Allan

Overview

Allan Von Halle operates a small, sole-proprietorship advisory practice focused on portfolio management for individuals and small businesses, with a client base that also includes some institutional relationships. The firm leans heavily toward publicly traded equities and exchange-traded products as the primary investment vehicle, while also maintaining exposure to mutual funds and third-party alternative managers. Fee arrangements combine a percentage of assets under management and fixed fees, and the adviser does not market itself as an ESG investor or a pension consultant. The structure and asset mix suggest a consultative, advice-driven model where much of the value is delivered through recommendations and non-discretionary arrangements rather than predominately taking trading authority.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices