Halderman Real Asset Management, LLC (Indianapolis)

Halderman Real Asset Management, LLC is a large advisory firm based in Indianapolis. It manages $236.29 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2013 and has operated in the jurisdiction of Indiana.

Halderman Real Asset Management provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Halderman Real Asset Management: assets under management

The assets under management (AUM) of Halderman Real Asset Management, LLC is $236.29 million. The firm's AUM has grown by 373% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Halderman Real Asset Management, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Halderman Real Asset Management, LLC

Fred Howard Halderman has been acting as President since 1 Feb 2013. David Charles Martin joined the executive team most recently as the Chief Compliance Officer, Vice President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Fred Howard Halderman	President	1 Feb 2013	75% - 100%	6179930
David Charles Martin	Chief compliance officer, vice president	1 Feb 2013	Other	6179932

Based in Indianapolis

The principal office where Halderman Real Asset Management, LLC performs its advisory services is located at 10333 North Meridian Street, Indianapolis, IN 46290, which is also the mailing address of the firm. An additional office of the firm is in Wabash, IN. It doesn’t run an office outside of the United States.