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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Washington
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 20, 2025
- Branch Offices
- 4
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| HALLETT, JAMES, DENNIS | I | FOUNDING PRINCIPAL | NA | Control |
| HALLETT, JAMES, DENNIS | I | FOUNDING PRINCIPAL | NA | Control |
| HALLETT, JAMES, DENNIS | I | FOUNDING PRINCIPAL | NA | Control |
| HALLETT, JAMES, DENNIS | I | FOUNDING PRINCIPAL | NA | Control |
| HALLETT, JAMES, DENNIS | I | FOUNDING PRINCIPAL | NA | Control |
| HALLETT, JAMES, DENNIS | I | FOUNDING PRINCIPAL | NA | Control |
| HALLETT, JAMES, DENNIS | I | FOUNDING PRINCIPAL | NA | Control |
| HALLETT, JAMES, DENNIS | I | FOUNDING PRINCIPAL | NA | Control |
| HALLETT, JAMES, DENNIS | I | FOUNDING PRINCIPAL | NA | Control |
| HALLETT, JAMES, DENNIS | I | FOUNDING PRINCIPAL | NA | Control |
| HALLETT, JAMES, DENNIS | I | FOUNDING PRINCIPAL | NA | Control |
| HALLETT, JAMES, DENNIS | I | FOUNDING PRINCIPAL | NA | Control |
| HALLETT, JAMES, DENNIS | I | FOUNDING PRINCIPAL | NA | Control |
| HALLETT, JAMES, DENNIS | I | FOUNDING PRINCIPAL | NA | Control |
| HOLST, JAMES, CRAIG | I | CHIEF OPERATING OFFICER/ CHIEF COMPLIANCE OFFICER | NA | Control |
| HOLST, JAMES, CRAIG | I | CHIEF OPERATING OFFICER/ CHIEF COMPLIANCE OFFICER | NA | Control |
| HOLST, JAMES, CRAIG | I | CHIEF OPERATING OFFICER/ CHIEF COMPLIANCE OFFICER | NA | Control |
| HOLST, JAMES, CRAIG | I | CHIEF OPERATING OFFICER/ CHIEF COMPLIANCE OFFICER | NA | Control |
| HOLST, JAMES, CRAIG | I | CHIEF OPERATING OFFICER/ CHIEF COMPLIANCE OFFICER | NA | Control |
| HOLST, JAMES, CRAIG | I | CHIEF OPERATING OFFICER/ CHIEF COMPLIANCE OFFICER | NA | Control |
| HOLST, JAMES, CRAIG | I | CHIEF OPERATING OFFICER/ CHIEF COMPLIANCE OFFICER | NA | Control |
| HOLST, JAMES, CRAIG | I | CHIEF OPERATING OFFICER/ CHIEF COMPLIANCE OFFICER | NA | Control |
| HOLST, JAMES, CRAIG | I | CHIEF OPERATING OFFICER/ CHIEF COMPLIANCE OFFICER | NA | Control |
| HOLST, JAMES, CRAIG | I | CHIEF OPERATING OFFICER/ CHIEF COMPLIANCE OFFICER | NA | Control |
| HOLST, JAMES, CRAIG | I | CHIEF OPERATING OFFICER/ CHIEF COMPLIANCE OFFICER | NA | Control |
| HOLST, JAMES, CRAIG | I | CHIEF OPERATING OFFICER/ CHIEF COMPLIANCE OFFICER | NA | Control |
| HOLST, JAMES, CRAIG | I | CHIEF OPERATING OFFICER/ CHIEF COMPLIANCE OFFICER | NA | Control |
| HOLST, JAMES, CRAIG | I | CHIEF OPERATING OFFICER/ CHIEF COMPLIANCE OFFICER | NA | Control |
| HOLST HOLDINGS, INC | DE | MANAGING MEMBER/ OWNER | E | Control |
| HOLST HOLDINGS, INC | DE | MANAGING MEMBER/ OWNER | E | Control |
| HOLST HOLDINGS, INC | DE | MANAGING MEMBER/ OWNER | E | Control |
| HOLST HOLDINGS, INC | DE | MANAGING MEMBER/ OWNER | E | Control |
| HOLST HOLDINGS, INC | DE | MANAGING MEMBER/ OWNER | E | Control |
| HOLST HOLDINGS, INC | DE | MANAGING MEMBER/ OWNER | E | Control |
| HOLST HOLDINGS, INC | DE | MANAGING MEMBER/ OWNER | E | Control |
| HOLST HOLDINGS, INC | DE | MANAGING MEMBER/ OWNER | E | Control |
| HOLST HOLDINGS, INC | DE | MANAGING MEMBER/ OWNER | E | Control |
| HOLST HOLDINGS, INC | DE | MANAGING MEMBER/ OWNER | E | Control |
| HOLST HOLDINGS, INC | DE | MANAGING MEMBER/ OWNER | E | Control |
| HOLST HOLDINGS, INC | DE | MANAGING MEMBER/ OWNER | E | Control |
| HOLST HOLDINGS, INC | DE | MANAGING MEMBER/ OWNER | E | Control |
| SLOY, DAHL & HOLST, LLC | DE | MANAGING MEMBER/ OWNER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| HOLST, JAMES, CRAIG | I | HOLST HOLDINGS, INC | E | Control |
| HOLST, JAMES, CRAIG | I | HOLST HOLDINGS, INC | E | Control |
| HOLST, JAMES, CRAIG | I | HOLST HOLDINGS, INC | E | Control |
| HOLST, JAMES, CRAIG | I | HOLST HOLDINGS, INC | E | Control |
| HOLST, JAMES, CRAIG | I | HOLST HOLDINGS, INC | E | Control |
| HOLST, JAMES, CRAIG | I | HOLST HOLDINGS, INC | E | Control |
| HOLST, JAMES, CRAIG | I | HOLST HOLDINGS, INC | E | Control |
| HOLST, JAMES, CRAIG | I | HOLST HOLDINGS, INC | D | Control |
| HOLST, JAMES, CRAIG | I | SLOY, DAHL & HOLST, LLC | D | Control |
| HOLST, JAMES, CRAIG | I | HOLST HOLDINGS, INC | D | Control |
| HOLST, JAMES, CRAIG | I | HOLST HOLDINGS, INC | D | Control |
| HOLST, JAMES, CRAIG | I | HOLST HOLDINGS, INC | D | Control |
| HOLST, JAMES, CRAIG | I | HOLST HOLDINGS, INC | D | Control |
| SLOY, RONALD, JOSEPH | I | SLOY, DAHL & HOLST, LLC | D | Control |
Registrations
Federal
IA
Feb 20, 2025 REGISTERED
Notice Filings (6)
CA FL LA OR TX WA
Address
1506 EAST FIRST STREETPORT ANGELES, WA 98362
United States
Phone: 360-457-6000