HALLETT & ASSOCIATES, P.S.
Legal name: HALLETT ADVISORS
CRD #115970 SEC #801-60935 PORT ANGELES, WA 360-457-6000
SEC Registered
Total AUM
$104.8M
Discretionary
$104.8M
Employees
1
Clients
11
Accounts
796
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2019 | $104.8M | $104.8M | $0 | 1 | 0 |
| Mar 2019 | $104.8M | $104.8M | $0 | 1 | 0 |
| Aug 2018 | $123.8M | $123.8M | $0 | 3 | 252 |
| Feb 2018 | $123.8M | $123.8M | $0 | 3 | 252 |
| Apr 2017 | $117.7M | $117.7M | $0 | 2 | 275 |
| Feb 2017 | $117.7M | $117.7M | $0 | 2 | 275 |
| Jun 2016 | $113.2M | $113.2M | $0 | 2 | 275 |
| Feb 2016 | $113.2M | $113.2M | $0 | 2 | 275 |
| Apr 2015 | $117.4M | $117.4M | $0 | 1 | 256 |
| Mar 2015 | $117.4M | $117.4M | $0 | 1 | 256 |
| Apr 2014 | $110.9M | $110.9M | $0 | 1 | 236 |
| Mar 2014 | $110.9M | $110.9M | $0 | 1 | 236 |
| Jun 2013 | $101.7M | $101.7M | $0 | 1 | 264 |
| Feb 2013 | $101.7M | $101.7M | $0 | 1 | 264 |
| Jun 2012 | $91.4M | $91.4M | $0 | 1 | 200 |
| May 2012 | $91.4M | $91.4M | $0 | 1 | 200 |
| Mar 2012 | $86.3M | $86.3M | $0 | 1 | 200 |
| Mar 2011 | $66.5M | $1.4M | $65.1M | 5 | -- |
| Feb 2011 | $66.5M | $1.4M | $65.1M | 5 | -- |
| Jul 2010 | $49.9M | $1.7M | $48.3M | 5 | -- |
| Mar 2008 | $108.1M | $4.4M | $103.6M | 5 | -- |
| Mar 2007 | $88.3M | $6M | $82.3M | 5 | -- |
| Dec 2005 | $55.2M | $5.2M | $50M | 5 | -- |
| Nov 2005 | $55.2M | $5.2M | $50M | 5 | -- |
DateApr 2019
Total AUM$104.8M
Discretionary$104.8M
Non-Disc.$0
Employees1
Clients0
DateMar 2019
Total AUM$104.8M
Discretionary$104.8M
Non-Disc.$0
Employees1
Clients0
DateAug 2018
Total AUM$123.8M
Discretionary$123.8M
Non-Disc.$0
Employees3
Clients252
DateFeb 2018
Total AUM$123.8M
Discretionary$123.8M
Non-Disc.$0
Employees3
Clients252
DateApr 2017
Total AUM$117.7M
Discretionary$117.7M
Non-Disc.$0
Employees2
Clients275
DateFeb 2017
Total AUM$117.7M
Discretionary$117.7M
Non-Disc.$0
Employees2
Clients275
DateJun 2016
Total AUM$113.2M
Discretionary$113.2M
Non-Disc.$0
Employees2
Clients275
DateFeb 2016
Total AUM$113.2M
Discretionary$113.2M
Non-Disc.$0
Employees2
Clients275
DateApr 2015
Total AUM$117.4M
Discretionary$117.4M
Non-Disc.$0
Employees1
Clients256
DateMar 2015
Total AUM$117.4M
Discretionary$117.4M
Non-Disc.$0
Employees1
Clients256
DateApr 2014
Total AUM$110.9M
Discretionary$110.9M
Non-Disc.$0
Employees1
Clients236
DateMar 2014
Total AUM$110.9M
Discretionary$110.9M
Non-Disc.$0
Employees1
Clients236
DateJun 2013
Total AUM$101.7M
Discretionary$101.7M
Non-Disc.$0
Employees1
Clients264
DateFeb 2013
Total AUM$101.7M
Discretionary$101.7M
Non-Disc.$0
Employees1
Clients264
DateJun 2012
Total AUM$91.4M
Discretionary$91.4M
Non-Disc.$0
Employees1
Clients200
DateMay 2012
Total AUM$91.4M
Discretionary$91.4M
Non-Disc.$0
Employees1
Clients200
DateMar 2012
Total AUM$86.3M
Discretionary$86.3M
Non-Disc.$0
Employees1
Clients200
DateMar 2011
Total AUM$66.5M
Discretionary$1.4M
Non-Disc.$65.1M
Employees5
Clients--
DateFeb 2011
Total AUM$66.5M
Discretionary$1.4M
Non-Disc.$65.1M
Employees5
Clients--
DateJul 2010
Total AUM$49.9M
Discretionary$1.7M
Non-Disc.$48.3M
Employees5
Clients--
DateMar 2008
Total AUM$108.1M
Discretionary$4.4M
Non-Disc.$103.6M
Employees5
Clients--
DateMar 2007
Total AUM$88.3M
Discretionary$6M
Non-Disc.$82.3M
Employees5
Clients--
DateDec 2005
Total AUM$55.2M
Discretionary$5.2M
Non-Disc.$50M
Employees5
Clients--
DateNov 2005
Total AUM$55.2M
Discretionary$5.2M
Non-Disc.$50M
Employees5
Clients--