Halpern Financial Review


Trust Score 97%
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Last updated: May 16th, 2019. Data source: SEC filings.

Halpern Financial, federally registered in 2000, is a Registered Investment Advisor (RIA) in 9 state(s) with a licensed staff of 5 advisors. Halpern Financial manages $409.2 million and provides investment advisory services for 219 clients (1:44 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 $1,868,603
Hybrid Advisor No
Disciplinary History No
Total AUM $409.2 million
Advisor / Client Ratio 1:44
Headquarters Ashburn, VA
SEC Filings Forms and Brochures    (CRD # 108822)
State(s) Registered CA, DC, FL, MD, NH, NJ, NY, NC, TX, VA


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