Halliday Financial, LLC

Overview

Halliday Financial, LLC is an LLC-structured investment adviser that has been SEC-registered since 1993. The firm is identified in the dataset as owned by a combination of a domestic entity and an individual and is classed as “unclassified” for the dataset’s taxonomy. The record indicates the firm does not act as a capital allocator and is not identified as an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. Publicly available detail in the source record is sparse: there are no disclosed investment mandates, model strategies, listed advisory services, or public-holdings detail included. The dataset also does not report account-level metrics such as assets under management or meaningful client counts for the firm, and no information about the firm’s advisory or business activities is provided in the submission.

Location & Offices