HALO INVESTMENT SERVICES, LLC
CRD #325613 SEC #801-127670 MANHASSET, NY 312-586-2790
SEC Registered
Total AUM
$32.6M
Discretionary
$0
Employees
15
Clients
0
Accounts
3
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $32.6M | $0 | $32.6M | 15 | 0 |
| Mar 2025 | $32.6M | $0 | $32.6M | 15 | 0 |
| Mar 2025 | $31.2M | $31.2M | $0 | 15 | 0 |
| Oct 2024 | $31.2M | $31.2M | $0 | 15 | 0 |
| Jun 2024 | $31.2M | $31.2M | $0 | 15 | 0 |
| Apr 2024 | $31.2M | $31.2M | $0 | 15 | 0 |
| Apr 2024 | $31.2M | $31.2M | $0 | 15 | 0 |
| Apr 2024 | $31.2M | $31.2M | $0 | 15 | 0 |
| Mar 2024 | $31.2M | $31.2M | $0 | 15 | 0 |
| Mar 2024 | $25M | $25M | $0 | 3 | 0 |
| Mar 2024 | $25M | $25M | $0 | 3 | 0 |
| Nov 2023 | $25M | $25M | $0 | 3 | 0 |
| Sep 2023 | $25M | $25M | $0 | 3 | 0 |
DateJun 2025
Total AUM$32.6M
Discretionary$0
Non-Disc.$32.6M
Employees15
Clients0
DateMar 2025
Total AUM$32.6M
Discretionary$0
Non-Disc.$32.6M
Employees15
Clients0
DateMar 2025
Total AUM$31.2M
Discretionary$31.2M
Non-Disc.$0
Employees15
Clients0
DateOct 2024
Total AUM$31.2M
Discretionary$31.2M
Non-Disc.$0
Employees15
Clients0
DateJun 2024
Total AUM$31.2M
Discretionary$31.2M
Non-Disc.$0
Employees15
Clients0
DateApr 2024
Total AUM$31.2M
Discretionary$31.2M
Non-Disc.$0
Employees15
Clients0
DateApr 2024
Total AUM$31.2M
Discretionary$31.2M
Non-Disc.$0
Employees15
Clients0
DateApr 2024
Total AUM$31.2M
Discretionary$31.2M
Non-Disc.$0
Employees15
Clients0
DateMar 2024
Total AUM$31.2M
Discretionary$31.2M
Non-Disc.$0
Employees15
Clients0
DateMar 2024
Total AUM$25M
Discretionary$25M
Non-Disc.$0
Employees3
Clients0
DateMar 2024
Total AUM$25M
Discretionary$25M
Non-Disc.$0
Employees3
Clients0
DateNov 2023
Total AUM$25M
Discretionary$25M
Non-Disc.$0
Employees3
Clients0
DateSep 2023
Total AUM$25M
Discretionary$25M
Non-Disc.$0
Employees3
Clients0