HALTER FERGUSON FINANCIAL INC of CARMEL, IN is an SEC-registered investment adviser (CRD 109563). Regulatory assets under management: $705.0M.
Compensation: % of AUM, Hourly, Fixed, Performance.
Clients served: Individuals, High net worth, Charities, Investment cos.
| Name | Role | Location |
|---|---|---|
| Bradford Scott Ferguson | PRESIDENT | — |
| Matthew Charles Smith | CHIEF COMPLIANCE OFFICER | — |
| FERGUSON SCOTT K | PRESIDENT, CHIEF COMPLIANCE OFFICER | — |
| HALTER CRISTIE SUE | SECRETARY TREASURER | — |
| FERGUSON ROBERT SCOTT | PRESIDENT; PRESIDENT AND CHIEF COMPLIANCE OFFICER; PRESIDENT, CHIEF COMPLIANCE OFFICER (+1 more) | — |
| Fund | Type | Formed | Owners | Gross asset value | Min investment |
|---|---|---|---|---|---|
| LUMASENSEYE II, A SERIES OF HCAM WY LLC | Other Private Fund | Wyoming | 29 | $3.8M | $50K |