Halo Investment Services, LLC

Overview

Halo Investment Services, LLC is a limited liability company that registered with the SEC in 2023 and operates as a capital allocator and registered representative of a broker‑dealer. The firm’s advisory activity is reported as the selection of other advisers, indicating it typically sources or allocates client assets to external managers rather than running a large in‑house discretionary platform. Fee arrangements are tied to a percentage of assets under management. Halo reports it is not an active ESG investor and it identifies as a related adviser within the broader broker‑dealer / investment adviser ecosystem.

Assets & Accounts

Investments & Alternatives

Location & Offices