Allocator Index · CRD 109563
HALTER FERGUSON FINANCIAL INC
Carmel, IN · 317-875-0202 · linkedin.com/company/5428171/
Fit score
76
- aum $250M-$3.0B+22
- any_private_fund+22
- hnw>=75+16
- hnw_majority+8
- employees 3-60+8
HNW clients
194
Other individuals
97
HNW assets
$649.7M
Total AUM
$705.0M
Employees
15
Private funds advised
Schedule D 7.B.(1). Real-estate funds first.
| Fund | Type | Gross asset value |
|---|---|---|
| LUMASENSEYE II, A SERIES OF HCAM WY LLC | Other Private Fund | $3.8M |