Halcyon Investment Advisor
Firm details
- Headquarters
- ,
- CRD number
- 327727
- Website
- halcyonria.com
- Custodians
- INTERACTIVE BROKERS LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Halcyon Investment Advisor is an independent registered investment adviser organized as an LLC that serves individual and family clients. Ownership is described as a mix of a foreign entity and an individual. The firm offers a mix of billing arrangements — percentage of assets under management, hourly and fixed fees, plus the option for performance-based fees — and provides financial planning, discretionary portfolio management for individuals and small businesses, and client education through seminars and workshops. Halcyon does not position itself as a capital allocator and is not identified as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities76%
- Non-Investment Grade Corp Bonds16%
- Investment Grade Corp Bonds14%
Contacts
3 of 6
Vera Lin
Financial Advisor and Registered RepresentativeCRD 7232438
I-jung Hsiao
AnalystCRD 7233597
Ingrid Tang
MemberCRD 6175046
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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