HALLETT INVESTMENTS, LLC
Legal name: HALLETT ADVISORS
CRD #306187 SEC #801-117651 PORT ANGELES, WA 360-457-6000
SEC Registered
Total AUM
$145.2M
Discretionary
$145.2M
Employees
5
Clients
25
Accounts
746
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $145.2M | $145.2M | $0 | 5 | 3 |
| Oct 2024 | $130.4M | $130.4M | $0 | 6 | 4 |
| Mar 2024 | $130.4M | $130.4M | $0 | 6 | 4 |
| Mar 2023 | $110.9M | $110.9M | $0 | 6 | 3 |
| Feb 2023 | $110.9M | $110.9M | $0 | 6 | 3 |
| Aug 2022 | $125.3M | $125.3M | $0 | 6 | 8 |
| Apr 2022 | $125.3M | $125.3M | $0 | 6 | 8 |
| Mar 2022 | $125.3M | $125.3M | $0 | 6 | 8 |
| May 2021 | $114.8M | $114.8M | $0 | 5 | 15 |
| Mar 2021 | $114.8M | $114.8M | $0 | 5 | 15 |
| Jun 2020 | $104.5M | $104.5M | $0 | 5 | 15 |
| Mar 2020 | $104.5M | $104.5M | $0 | 5 | 15 |
| Oct 2019 | $104.8M | $104.8M | $0 | 5 | 0 |
| Oct 2019 | $104.8M | $104.8M | $0 | 5 | 0 |
DateFeb 2025
Total AUM$145.2M
Discretionary$145.2M
Non-Disc.$0
Employees5
Clients3
DateOct 2024
Total AUM$130.4M
Discretionary$130.4M
Non-Disc.$0
Employees6
Clients4
DateMar 2024
Total AUM$130.4M
Discretionary$130.4M
Non-Disc.$0
Employees6
Clients4
DateMar 2023
Total AUM$110.9M
Discretionary$110.9M
Non-Disc.$0
Employees6
Clients3
DateFeb 2023
Total AUM$110.9M
Discretionary$110.9M
Non-Disc.$0
Employees6
Clients3
DateAug 2022
Total AUM$125.3M
Discretionary$125.3M
Non-Disc.$0
Employees6
Clients8
DateApr 2022
Total AUM$125.3M
Discretionary$125.3M
Non-Disc.$0
Employees6
Clients8
DateMar 2022
Total AUM$125.3M
Discretionary$125.3M
Non-Disc.$0
Employees6
Clients8
DateMay 2021
Total AUM$114.8M
Discretionary$114.8M
Non-Disc.$0
Employees5
Clients15
DateMar 2021
Total AUM$114.8M
Discretionary$114.8M
Non-Disc.$0
Employees5
Clients15
DateJun 2020
Total AUM$104.5M
Discretionary$104.5M
Non-Disc.$0
Employees5
Clients15
DateMar 2020
Total AUM$104.5M
Discretionary$104.5M
Non-Disc.$0
Employees5
Clients15
DateOct 2019
Total AUM$104.8M
Discretionary$104.8M
Non-Disc.$0
Employees5
Clients0
DateOct 2019
Total AUM$104.8M
Discretionary$104.8M
Non-Disc.$0
Employees5
Clients0