Insights

Potential Client Base Hallett Advisors primarily serves high-net-worth individuals, non-profits, and small to medium-sized corporations within the Pacific Northwest and globally, indicating opportunities to offer tailored financial technology solutions or premium financial products that align with their personalized service approach.

Boutique Service Model As a small, privately owned firm dedicated to providing bespoke financial guidance, they may be interested in advanced client relationship management (CRM) tools, secure communication platforms, and personalized analytics to enhance service quality and client retention.

Technology Stack Compatibility With existing use of Microsoft 365, Vimeo, Google Analytics, and other tools, Hallett Advisors shows openness to leveraging digital platforms, creating opportunities for software solutions that improve operational efficiency, client engagement, and data insights.

Growth & Expansion Potential Operating within a revenue range of 1M to 10M with a lean team, they may be exploring scalable financial services or technologies to support growth, such as wealth management platforms, compliance tools, or investment tracking systems suited for boutique firms.

Market Differentiation Their clear focus on fiduciary duty, personalized guidance, and long-term financial security positions them as a premium provider, suggesting that high-end financial products, exclusive investment opportunities, or advanced financial planning software could be appealing sales avenues.

Hallett Advisors Tech Stack

Hallett Advisors uses 8 technology products and services including Babel, Microsoft 365, jQuery, and more. Explore Hallett Advisors's tech stack below.

  • Babel
    Development
  • Microsoft 365
    Email
  • jQuery
    Javascript Libraries
  • core-js
    Javascript Libraries
  • reCAPTCHA
    Security
  • Vimeo
    Video Players
  • Google Analytics
    Web Analytics
  • Apache
    Web Servers

Media & News

Hallett Advisors's Email Address Formats

Hallett Advisors uses at least 1 format(s):
Hallett Advisors Email FormatsExamplePercentage
First@hallettadvisors.usJohn@hallettadvisors.us
100%

Frequently Asked Questions

Where is Hallett Advisors's headquarters located?

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Hallett Advisors's main headquarters is located at 321 East 1st Street Port Angeles, Washington 98362 United States. The company has employees across 1 continents, including North America.

What is Hallett Advisors's phone number?

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You can contact Hallett Advisors's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Hallett Advisors's official website and social media links?

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Hallett Advisors's official website is hallettadvisors.us and has social profiles on LinkedIn.

What is Hallett Advisors's SIC code NAICS code?

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Hallett Advisors's SIC code is 7389 - Business Services, Not Elsewhere Classified NAICS code is 52 - Finance and Insurance.

How many employees does Hallett Advisors have currently?

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As of January 2026, Hallett Advisors has approximately 4 employees across 1 continents, including North America. Key team members include Manager: G. T.Operations Manager: J. W.: M. M.. Explore Hallett Advisors's employee directory with LeadIQ.

What industry does Hallett Advisors belong to?

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Hallett Advisors operates in the Financial Services industry.

What technology does Hallett Advisors use?

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Hallett Advisors's tech stack includes BabelMicrosoft 365jQuerycore-jsreCAPTCHAVimeoGoogle AnalyticsApache.

What is Hallett Advisors's email format?

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Hallett Advisors's email format typically follows the pattern of First@hallettadvisors.us. Find more Hallett Advisors email formats with LeadIQ.

When was Hallett Advisors founded?

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Hallett Advisors was founded in 1998.

Hallett Advisors

Financial ServicesWashington, United States2-10 Employees

Hallett Advisors is a premier financial services boutique, located in the Pacific Northwest.  We are privately owned and operated, and have provided world-class financial advice - as a fiduciary - to individuals, non-profits, and corporations globally for over 25 years.  We aspire to keep the number of our clients limited to a select few, thus enabling us to provide custom-tailored financial guidance, superior customer service, and precise attention to personal detail in each client relationship.

We're not a "big box" financial firm.  We do not track every movement of the stock market with baited breath, nor do we panic at the rise and fall of global financial tides.  Our goal is not to place your financial plan into a generic, copy and paste formula, or to leach money off you with exorbitant fees and investments that are not in your best interest.

What we are is a committed fiduciary who provides calm, clear, reasoned financial guidance to each of our clients.  Our purpose is to provide you and your loved ones with financial security that will last generations and to cultivate and nurture a financial plan with care and vision.  After all, your wealth should enable your life - not the other way around.

If you're interested in a path of financial wellness that will bridge your life's dreams and desires with your fiscal means, give us a call.  We'd love to serve as your financial sherpa on the journey of life, so you can live the adventure as you fully imagine.

Section iconCompany Overview

Headquarters
321 East 1st Street Port Angeles, Washington 98362 United States
Phone number
SIC Code
7389 - Business Services, Not Elsewhere Classified
NAICS Code
52 - Finance and Insurance
Founded
1998
Employees
2-10

Section iconMedia & News

Section iconFunding & Financials

  • $1M$10M

    Hallett Advisors's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    Hallett Advisors's revenue is estimated to be in the range of $1M$10M

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