Hallett Advisors

Hallett Advisors (CRD# 115970) is a financial advisory firm headquartered in Port Angeles, WA. They manage $113,245,500 in 275 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    113
    MILLION
  • Total Number of Accounts
    275
    ACCOUNTS
  • Average Account Value
    $411,802
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, LA, WA

Financial Advisors at Hallett Advisors
Showing 1 - 2 of 2 top financial advisors.
1
Matthew S. Miller
CRD#: 5085796
321 East First Street, Port Angeles, WA 98362
93
Wealthminder
score

Matthew Miller (CRD# 5085796) is an Investment Advisor Representative working at Hallett Advisors in Port Angeles, WA and has over 10 years of experience in the finance industry.

2
James D. Hallett
CRD#: 1693123
321 East First St., P. O. Box 3050, Port Angeles, WA 98362
83
Wealthminder
score

James Hallett (CRD# 1693123) is an Investment Advisor Representative working at Hallett Advisors in Port Angeles, WA and has over 29 years of experience in the finance industry.

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