Halvorson Research Associates LLC

Halvorson Research Associates LLC (CRD# 136718) is a financial advisory firm headquartered in , . They manage $3,099,573 in 10 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    3
    MILLION
  • Total Number of Accounts
    10
    ACCOUNTS
  • Average Account Value
    $309,957
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
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.

FL, NJ

Financial Advisors at Halvorson Research Associates LLC
Showing 1 - 2 of 2 top financial advisors.
1
Janet C. Raphael
CRD#: 4602544
East Rutherford, NJ
96
Wealthminder
score

Janet Raphael (CRD# 4602544) is an Investment Advisor Representative working at Halvorson Research Associates LLC in East Rutherford, NJ and has over 14 years of experience in the finance industry.

2
Erik H. Hughes
CRD#: 5996985
East Rutherford, NJ
90
Wealthminder
score

Erik Hughes (CRD# 5996985) is an Investment Advisor Representative working at Halvorson Research Associates LLC in East Rutherford, NJ and has over 4 years of experience in the finance industry.

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