Halliday Financial, LLC

Overview

Halliday Financial, LLC is organized as a limited liability company and appears in FINTRX as an SEC-registered advisory firm since 1993. The firm is identified as having a domestic owner structure that includes an individual owner. FINTRX classifies the firm as "Unclassified" and does not list it as a capital allocator. The dataset provides little detail about the firm's business model, client segments, fee schedules, or the specific advisory services it offers. FINTRX flags the firm as not being an active ESG investor, not a multi-state adviser, not a pension consultant, and not a related adviser to another registered manager. The firm is not newly formed.

Assets & Accounts

Location & Offices