HALBERSTADT FINANCIAL CONSULTANTS INC

RIASEC RegisteredEst. 2000

Total AUM

$185M

Discretionary

$122M

66% of AUM

Avg account

$549K

Accounts

337

Employees

Advisory reps

Firm details

Headquarters: PRINCETON, New Jersey
CRD number: 109462
Registered since: May 25, 2000
Website: www.halberstadtfinancial.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI85.41%
Individuals11.35%
Pension & Profit Sharing Plans3.24%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Halberstadt Financial Consultants Inc. is an independent, SEC-registered advisory corporation that has operated since 2000. The firm is owner-operated and positions itself for individual and family clients as well as smaller institutional relationships. Its core advisory work centers on financial planning and portfolio management for individuals and small businesses, and the firm also lists accounting among its business activities and industry affiliations. Fee arrangements are flexible: the firm charges a percentage of assets under management and also offers hourly and fixed-fee engagements. Halberstadt does not identify as an active ESG investor and does not report multi-state adviser status or pension consulting services.