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Halo Advisor Holdings LLC

OwnerHalo Investment Services, LLC

About Halo Advisor Holdings LLC

Halo Advisor Holdings LLC is listed as Owner at Halo Investment Services, LLC in Manhasset, NY. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Halo Investment Services, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Halo Advisor Holdings LLC work?

Halo Advisor Holdings LLC is listed as Owner at Halo Investment Services, LLC on SEC Form ADV.

How much of Halo Investment Services, LLC does Halo Advisor Holdings LLC own?

Form ADV reports a beneficial ownership band of Over 75%.

Halo Investment Services, LLC

TitleOwner
OwnershipOver 75%
Control personYes
Since2025