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HALO INVESTMENT SERVICES, LLC

Tel: 312-586-2790
1129 Northern Blvd.
Suite 404
Manhasset, New York  11030

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HALO INVESTMENT SERVICES, LLC

HALO INVESTMENT SERVICES, LLC is a Manhasset, New York based financial advisory firm with nearly $31,200,000 in assets under management and provides investment advisory services for 2 clients. There are currently 15 financial advisors at the firm.

General Information

Advisory Services Provided:

Selection for other advisors , Other (SMA PLATFORM SERVICES)

Fee Structure:

A percentage of AUM

Firm CRD#:

325613

SEC#:

801-127670

No. of Clients:

2

Assets under Management

$31,200,000

No. of Advisors:

15

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