Hallier Financial, Inc. is a large advisory firm based in Leawood. It manages $38.53 million of regulatory assets for 410 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdictions of Kansas and Missouri.
Hallier Financial provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Hallier Financial, Inc. is $38.53 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Hallier Financial, Inc. for their services and products based on a percentage of assets under management, fixed fees, and commissions. Commissions are paid and earned by the adviser when a trade or a sales of an investment is made. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Hallier Financial, Inc. performs its advisory services is located at 3400 College Blvd, Leawood, KS 66211 1919, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 913-742-7207 or by fax 913-402-1032. The normal business hours are 8:00 to 5:00 on Monday - Friday. You can find more information about the New York firm at www.retirementplusinc.com.