Halbert Hargroveverified_user

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Last updated: February 18th, 2020. Data source: SEC filings.

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Halbert Hargrove, federally registered in 1988, is a Registered Investment Advisor (RIA) in 16 state(s) with a licensed staff of 33 advisors. Halbert Hargrove manages $2.3 billion and provides investment advisory services for 1,213 clients (1:37 advisor/client ratio). This firm does not have a disciplinary history.



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Firm Information

Feature Value
Rank (United States) Top 1%
Advisors Directory View Directory
Avg Advisor Years Registered 17
Percentage of Advisors Trusted 79%
Minimum Investment $1,000,000
Average Client Balance $1,931,837
Total AUM $2.3 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

SEC data last verified 02/18/2020. For the most up-to-date information, please view the applicable SEC and FINRA reports above. By visiting these sites, you are subject to their terms of use (IAPD, BrokerCheck). Any data inaccuracies, please contact our team. All requests for updated information should also be reported directly to the SEC and/or FINRA.