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HALLETT ADVISORS

HALLETT INVESTMENTS, LLC

CRD 306187 · SEC 801-117651

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1506 EAST FIRST STREET, PORT ANGELES, WA, 98362, United States

Phone

360-457-6000

Fax

360-457-6030

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$157.9M

Discretionary AUM

$157.9M

Team

5 total employees; 5 advisory reps; 5 broker-dealer reps

Clients

11-25

Fees

Percentage of AUM; Hourly charges; THIRD PARTY ADVISORY FEES

Org form

Limited Liability Company

Filing date

2026-03-09

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers

Client types

TypeClientsAUM
Individuals243$65.6M
High net worth individuals50$84.3M
Pension/profit sharing plans2$1.3M
Charitable organizations12$6.6M

States served

CA, LA, OR, WA, TX, FL

All web addresses on file

Official SEC filing: View on IAPD