Euro Pacific Halter Asia Management, Inc. is a large advisory firm based in Newport Beach. It manages $50.8 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdictions of California and Wisconsin.
Euro Pacific Halter Asia Management provides portfolio management for investment companies. 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 Euro Pacific Halter Asia Management, Inc. is $50.8 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Euro Pacific Halter Asia Management, Inc. for their services and products based on a percentage of assets under management. 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.
William Gordon Mcbean has been acting as President since 1 Feb 2009. Peter David Schiff joined the executive team most recently as the Shareholder.
The principal office where Euro Pacific Halter Asia Management, Inc. performs its advisory services is located at 1201 Dove St., Newport Beach, CA 92660, which is also the mailing address of the firm. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number 949-387-2450. The normal business hours are 6:00 a.m. - 3:00 p.m. on Monday - Friday.