James
Hallett

Hallett Advisors

CRD#1693123
Investment Advisor
in Port Angeles, WA

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About this Advisor

James Hallett is a financial advisor based in Port Angeles, Washington, working with Hallett Advisors. James has previously held positions at Hallett & Associates and Hallett Advisors. James has passed the Series 63 regulatory exam and is registered to provide services in Texas and Washington. Currently, James is part of Hallett Advisors, which operates out of Port Angeles, Washington. The firm has 4 offices and 6 employees. The firm manages assets totaling $130.4 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Hallett Advisors includes asset-based, hourly, and other fees.

Certifications and Registrations

Series 63

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Others

Office Location

1506 East First Street
Port Angeles, WA 98362

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Hallett Advisors Brokerage Details

Total Assets Under Management

$130,363,346

WA Average: $3,566,627,242
Total Number of Employees

6

WA Average: 46
Total Number of Accounts

716

WA Average: 1,499
Average Account Size

$182,072

WA Average: $2,379,338

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

James Hallett Work History

2019 - Present (5 years)

Hallett Advisors

2004 - 2019 (15 years)

Hallett & Associates

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of James Hallett to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Hallett Advisors

Timothy Martin
Port Angeles, WA
Jason Wilson
Port Angeles, WA
James Hallett
Port Angeles, WA

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