Hallett Advisors
Hallett Advisors is an SEC-registered mass-market adviser in Port Angeles, WA with $157.9M assets under management (AUM, regulatory AUM), +9% over one year. See who owns Hallett Advisors: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 306187, SEC 801-117651, data through 2026-03-09.
- AUM (assets under management / regulatory AUM)
- $157.9M (2026-03-09)
- Firm type
- Mass-Market Adviser
- Location
- Port Angeles, WA
- Employees
- 5
- Clients
- 307
- CRD
- 306187
- Ownership
- HOLST HOLDINGS, INC; HALLETT, JAMES, DENNIS; HOLST, JAMES, CRAIG; SLOY, DAHL & HOLST, LLC; SLOY, RONALD, JOSEPH
How much AUM does Hallett Advisors have?
Hallett Advisors reported $157.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-09).
Who owns Hallett Advisors?
Disclosed owners and executives of Hallett Advisors include HOLST HOLDINGS, INC, HALLETT, JAMES, DENNIS, HOLST, JAMES, CRAIG, SLOY, DAHL & HOLST, LLC, SLOY, RONALD, JOSEPH. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.