Hallett Advisors

Hallett Advisors (CRD# 306187) is a financial advisory firm headquartered in Port Angeles, WA. They manage $130,363,346 in 716 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
1506 East First Street, Port Angeles, WA 98362
https://www.facebook.com/hallettadvisors/
By the Numbers
  • Total Assets Under Management
    130
    MILLION
  • Total Number of Accounts
    716
    ACCOUNTS
  • Average Account Value
    $182,072
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
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)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, OR, TX, WA

Financial Advisors at Hallett Advisors
Showing 1 - 3 of 3 top financial advisors.
1
James Hallett, financial advisor Port Angeles WA
James D. Hallett
CRD#: 1693123
1506 East First Street, Port Angeles, WA 98362

James Hallett (CRD# 1693123) is an Investment Advisor Representative working at Hallett Advisors in Port Angeles, WA and has over 36 years of experience in the finance industry.

2
Timothy Martin, financial advisor Port Angeles WA
Timothy D. Martin
CRD#: 6722320
1506 East First Street, Port Angeles, WA 98362

Timothy Martin (CRD# 6722320) is an Investment Advisor Representative working at Hallett Advisors in Port Angeles, WA and has over 8 years of experience in the finance industry.

3
Jason Wilson, financial advisor Port Angeles WA
Jason R. Wilson
CRD#: 7493195
1506 East First Street, Port Angeles, WA 98362

Jason Wilson (CRD# 7493195) is an Investment Advisor Representative working at Hallett Advisors in Port Angeles, WA and has over 2 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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