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HALO INVESTMENT SERVICES, LLC
CRD 325613 · SEC 801-127670
1129 NORTHERN BLVD., SUITE 404, MANHASSET, NY, 11030, United States
Phone
312-586-2790
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$60.0M
Discretionary AUM
$0
Team
24 total employees; 21 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-24
Disciplinary history
No
Services
Selection of other advisersSMA PLATFORM SERVICES
States served
CA, CO, IL, MN, NJ, NY, MO, FL
Official SEC filing: View on IAPD