Assets Under Management
$32.6M
Number of Clients
Not reported
Number of Advisors
14
Average Client AUM
N/A
AUM per Advisor
$2.3M
Compensation
Fee-Only (AUM)
Halo Investment Services, LLC offers a Turnkey Asset Management Program (TAMP) platform to client-facing advisers. The platform provides access to sub-advisers and their strategies, including structured notes and fixed income. Halo conducts due diligence on sub-advisers and delivers disclosure documents to advisors for their clients. Halo does not participate in wrap fee programs.
1129 Northern Blvd., Suite 404, Manhasset, NY, 11030