linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Halo Capital Management, LLC

Headquartered in FAIRFAX, VA

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information.

Firm Information

Halo Capital Management, LLC is a registered investment advisor with $39.10 million in regulatory assets under management. The firm provides financial consulting and portfolio management services to individuals, high net worth individuals, and corporations. The firm has 1 licensed agent, 1 investment adviser representative, and 1 investment advisory function.

Halo Capital Management, LLC

$39.10M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

financial consulting

Financial consulting

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

Branch Locations (1)

HALO CAPITAL MANAGEMENT, LLC has a total of 1 branch locations across the country.
location

VIENNA, VA

Advisors at Halo Capital Management, LLC

View All 1 Advisors
Unclaimed
Rajesh Jha

RA

VIENNA, VA

View Profile

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.
Not sure if Halo Capital Management, LLC is right for you?

Disclosures

There are no public disclosures for Halo Capital Management, LLC.

Frequently Asked Questions (10)

Not sure if Halo Capital Management, LLC is right for you?