Hallador Investment Advisors, Inc. is a large advisory firm based in Incline Village. It manages $245 million of regulatory assets for 35 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of Delaware and Nevada.
Hallador Investment Advisors provides portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and selection of other advisers. 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 Hallador Investment Advisors, Inc. is $245 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -28% 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 Hallador Investment Advisors, Inc. 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.
The firm provides services to investment companies, high net worth individuals, and corporations or other businesses. The largest group of clients of Chris Latour Branscum is investment companies with 4 clients and $231 million of assets under management. Among the 9 most similar advisory firms, Hallador Investment Advisors has the highest percentage of investment companies out of all clients.
The amount of regulatory assets under management is $245 million for 35 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Hallador Investment Advisors also advises several private funds. Namely, one hedge fund, one liquidity fund, and two other private funds. The minimum investment commitment required of non-related persons ranges from $0 to $500,000.
The company employs 7 people that are either part- or full-time employees. 43 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Chris Latour Branscum has been acting as President since 1 Oct 2010. Kevin Daniel Leary joined the executive team most recently as the Cfo, Cco, Analyst.
The principal office where Hallador Investment Advisors, Inc. performs its advisory services is located at 940 Southwood Blvd., Incline Village, NV 89451, 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 775-548-1730 or by fax 775-548-1740. The normal business hours are 8:30 am - 5:00 pm on Monday - Friday.