TrueAdvisor
TrueAdvisor
GH
CFA
GH
CFA

Gerard Hallaren

Perimeter Investments
28 Years of Experience
Littleton, CO
1 Disclosure
View SEC Summary
View SEC Summary

Gerard Hallaren is a CFA-designated registered investment advisor at Perimeter Investments, based in Littleton, CO, with 28 years of industry experience. Gerard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management.

Perimeter Investments
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified
Assets Under Management
$5.8M

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fees are charged as an annual percentage of assets under management, billed quarterly in arrears, and will never exceed 2.00%. Fees vary based on portfolio size and complexity, and are negotiable in certain circumstances.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

Littleton, CO

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Criminal
August 1975
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Gerard is an independent consultant specializing in investment and market research, IT, and accounting, and is considering managing assets for high net worth & institutional investors. He is also a managing member of JRPG, which exists to pay bills and receive payments from creditors, dedicating about 10-20% of his time to this activity.

Employment History
Current Registrations
Perimeter Investments
January 2019 - Present · 7 yrs 9 mos
Previous Registrations
Perimeter Investments
August 2017 - December 2018 · 1 yr 4 mos
Andrews PartnersBroker
April 2016 - June 2017 · 1 yr 2 mos
Janco Partners, INC.Broker
September 2011 - April 2014 · 2 yrs 7 mos
Avian Securities, LLCBroker
October 2010 - April 2011 · 6 mos
Jrpg, LLC
February 2007 - September 2007 · 7 mos
The Yale Group, INC.Broker
October 2006 - November 2009 · 3 yrs 1 mo
First Albany Capital INC.Broker
July 2001 - November 2003 · 2 yrs 4 mos
Stifel, Nicolaus & Company, IncorporatedBroker
August 2000 - May 2001 · 9 mos
Invesco Distributors, INC.Broker
October 1995 - December 1998 · 3 yrs 2 mos
Hanifen, Imhoff INC.Broker
January 1992 - March 1994 · 2 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 1991 - January 1992 · 7 mos
Smith Barney, Harris Upham & CO., IncorporatedBroker
March 1988 - February 1989 · 11 mos
Woolcott & CO., INC.Broker
September 1986 - November 1987 · 1 yr 2 mos
Brean Murray, Foster Securities, INC.Broker
December 1985 - August 1986 · 8 mos
State Registrations1 state
CO
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
More Advisors
More financial advisors in Littleton, CO →All financial advisors in Colorado →
Gerard Hallaren - Financial Advisor | TrueAdvisor