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Halbert Hargrove Reviewverified_user

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The following automated report was generated using SEC and FINRA data and was last updated on June 1st, 2020*. For data support, email "support@investor.com". Views: 613 (trailing six months). Firms that receive a 4.5 or 5-star rating are considered Trusted by investor.com. Learn more.

Halbert Hargrove, registered in 1988, is a Registered Investment Advisor (RIA) in 16 state(s) with a licensed staff of 33 advisors. Halbert Hargrove manages $2.5 billion and provides investment advisory services for 1,190 clients (1:37 advisor/client ratio).

Trusted

Firm Information Value
Overall Rating
Advisors Directory View Directory
Avg Advisor Years Registered 17
Minimum Investment $1,000,000
Average Client Balance $2,133,947
Total AUM $2.5 billion
Advisor / Client Ratio 1:37
Headquarters Long Beach, CA
SEC Filings View SEC IAPD CRD #105515
State(s) Registered AZ, CA, CO, FL, HI, ID, LA, NV, NJ, NM, NY, OR, TX, UT, VA, WA


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