HALIEUS INVESTMENT ADVISORS
Firm details
- Headquarters
- BROADWAY, Virginia
- CRD number
- 284482
- Website
- www.halieus.net
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Halieus Investment Advisors is a small, independent RIA organized as an LLC and run by an individual owner. The firm focuses on serving individual and family clients, offering financial planning, portfolio management for individuals and small businesses, and educational seminars or workshops. Its fee model combines a percentage-of-AUM charge with the ability to bill hourly for certain services. The adviser does not market itself as an ESG investor, does not function as a capital allocator, and does not position as a multi-state or pension consultant.
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 Equities58%
- Cash & Cash Equivalents34%
- Public Funds/Mutual Funds8%
Contacts
1 of 1Lawrence Yoder
Managing MemberCRD 6682306
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
BROADWAY, VA
ROCKINGHAM
Location
BROADWAY, VA
Headquartered in BROADWAY, VA, anchoring the Harrisonburg-Staunton, VA metro in the South.
- Metro area
- Harrisonburg-Staunton, VA
- Region
- South
- County
- ROCKINGHAM
- Address
- 113 S Timberway
- Time zone
- ET (UTC-5)
- Office locations
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