HALO EXPERIENCE COMPANY
Firm details
- Headquarters
- PROVO, Utah
- CRD number
- 335230
- Registered since
- June 6, 2025
Firm profile
FINTRXOverview
Halo Experience Company is organized as a limited liability company and is owned by an individual. The firm is registered with the SEC (registration year listed as 2025) and is classified in the dataset as unclassified. Its recorded role in the market is as sponsor, general partner and managing member of pooled investment vehicles, which indicates the business centers on operating private funds rather than delivering traditional retail advisory relationships. The record flags the firm as not a capital allocator, not an active ESG investor, not a multi-state adviser and not a pension consultant.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1Libby Liebig
Chief Compliance OfficerCRD 2385467
Contacts
2 of 2Scott Smith
Managing MemberCRD 8110863
RYAN SWEENEY
General PartnerCRD 3259318
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
PROVO, UT
UTAH
Location
PROVO, UT
Headquartered in PROVO, UT, anchoring the Salt Lake City-Provo-Orem, UT metro in the West.
- Metro area
- Salt Lake City-Provo-Orem, UT
- Region
- West
- County
- UTAH
- Address
- 188 River Park Dr
- Time zone
- MT (UTC-7)
- Office locations
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