HALLETT INVESTMENTS, LLC

HALLETT INVESTMENTS, LLC of PORT ANGELES, WA is an SEC-registered investment adviser (CRD 306187). Regulatory assets under management: $157.9M.

Registration

Business model

Compensation: % of AUM, Hourly, Other.

Clients served: Individuals, High net worth, Pensions, Charities.

Officers, owners & control persons (5)

NameRoleLocation
James Craig HolstCHIEF OPERATING OFFICER/ CHIEF COMPLIANCE OFFICER; SHAREHOLDER/ PRESIDENT
James Dennis HallettFOUNDING PRINCIPAL
HOLST JAMES CRAIGCHIEF OPERATING OFFICER/ CHIEF COMPLIANCE OFFICER; SHAREHOLDER/ PRESIDENT
SLOY RONALD JOSEPHSHAREHOLDER/ VICE PRESIDENT
HALLETT JAMES DENNISFOUNDING PRINCIPAL

Branch offices (8)

CityStateEmployeesPhone
VANCOUVERWA2503-248-9800
VANCOUVERWA2503-248-9800
1360-457-6000
1360-457-6000
1425-577-3990
1425-577-3990
PORTLANDOR0503-248-9800
PORTLANDOR0503-248-9800

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