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.
|Rank (United States)||Top 1%|
|Advisors Directory||View Directory|
|Avg Advisor Years Registered||17|
|Percentage of Advisors Trusted||79%|
|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|