Halsey Associates Inc.
Halsey Associates Inc. (CRD# 108301) is a financial advisory firm headquartered in New Haven, CT. They manage $849,920,140 in 691 accounts and serve the financial needs of clients across 8 states (or territories).
Total Assets Under Management850MILLION
Total Number of Accounts691ACCOUNTS
Average Account Value$1,229,986
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, CT, FL, MA, NH, NY, TX, VA