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HALLETT ADVISORS

PORT ANGELES, WA · CRD 306187 · IAPD ↗ · 360-457-6000

$157.9MRegulatory AUM
5Advisory reps
5Employees
5Clients
11-25Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
November 2024 — HALLETT ADVISORS notice-filed in LA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
April 2024 — HALLETT ADVISORS added office(s): 2 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.