Halbert Hargrove Review


Trust Score 95%
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Last updated: May 21st, 2019. Data source: SEC filings.

Halbert Hargrove, federally registered in 1988, is a Registered Investment Advisor (RIA) in 13 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
Minimum Investment $1,000,000
Average Client Balance $1,931,837
Hybrid Advisor No
Disciplinary History No
Total AUM $2.3 billion
Advisor / Client Ratio 1:37
Headquarters Long Beach, CA
SEC Filings Forms and Brochures    (CRD # 105515)
State(s) Registered AZ, CA, CO, FL, HI, ID, LA, NV, NY, OR, TX, UT, WA


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