Halsey Advisory And Management, LLC is an adviser based in Daniel Island. It manages $14.36 million of regulatory assets for 81 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, New Hampshire, New York, and South Carolina.
Halsey Advisory And Management provides portfolio management for individuals and small businesses and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Halsey Advisory And Management, LLC is $14.36 million. The firm's AUM has gone down by -67% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Halsey Advisory And Management, LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Tyson Thomas Halsey has been acting as President since 1 Nov 1999. Garcia Lowell Cezar joined the executive team most recently as the Chief Compliance Officer.
The principal office where Halsey Advisory And Management, LLC performs its advisory services is located at 117 Bounty Street, Daniel Island, SC 29492, which is also the mailing address of the firm. An additional office of the firm is in Jersey City, NJ. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number (212) 237-1414 or by fax 212-253-4237. The normal business hours are 9am to 5pm on Monday - Friday. You can find more information about the New York firm at www.halseyadvisory.com.