| Name | Title | Ownership | Since |
|---|---|---|---|
| Christopher Churchman Warren Control | Head Of Asset & Wealth Management | Under 5% | 2024 |
| Dennis Monohan Control | Head Of Investment Solutions | Under 5% | 2024 |
| Halo Advisor Holdings LLC Control | Owner | Over 75% | 2025 |
Halo Investment Services, LLC reports $32.6 million in regulatory assets under management on its Form ADV.
Halo Investment Services, LLC reports 15 employees.
Halo Investment Services, LLC is based in Manhasset, NY and has been SEC-registered since 2023.
Halo Investment Services, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 1129 Northern Blvd., Suite 404, Manhasset, NY 11030 |
| Phone | 312-586-2790 |
| Office hours | 8a.m. - 5p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
| Discretionary | — |
| Non-discretionary | $32.6M |
| Total (RAUM) | $32.6M |