Overview
Assets Under Management: $158 million
Headquarters: PORT ANGELES, WA
High-Net-Worth Clients: 50
Average Client Assets: $1.7 million
Frequently Asked Questions
HALLETT ADVISORS is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #306187), HALLETT ADVISORS is subject to fiduciary duty under federal law.
HALLETT ADVISORS is headquartered in PORT ANGELES, WA.
HALLETT ADVISORS serves 50 high-net-worth clients according to their SEC filing dated March 09, 2026. View client details ↓
According to their SEC Form ADV, HALLETT ADVISORS offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
HALLETT ADVISORS manages $158 million in client assets according to their SEC filing dated March 09, 2026.
According to their SEC Form ADV, HALLETT ADVISORS serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 50
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 53.40%
Average Client Assets: $1.7 million
Total Client Accounts: 780
Discretionary Accounts: 780
Regulatory Filings
CRD Number: 306187
Filing ID: 2066153
Last Filing Date: 2026-03-09 16:03:51