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Halberstadt Financial Consultants, Inc.

● SEC registered since 2000CRD 109462SEC# 801-57297Princeton, NJ
Export (members)
Reg. AUM
$150M
Employees
5
Accounts
347
Location
Princeton, NJ

Halberstadt Financial Consultants, Inc. assets under management

Halberstadt Financial Consultants, Inc. operates as an SEC-registered investment adviser based in Princeton, NJ. The firm has been registered since 2000. It reports $150 million in regulatory assets under management and employs 5 people.
www.halberstadtfinancial.comView on SEC.gov ↗

Halberstadt Financial Consultants, Inc. owners & executives

1 reported
NameTitleOwnershipSince
David Walter ControlPresident And Chief Compliance OfficerOver 75%2000

Frequently asked questions

How much does Halberstadt Financial Consultants, Inc. manage?

Halberstadt Financial Consultants, Inc. reports $150 million in regulatory assets under management on its Form ADV.

How many employees does Halberstadt Financial Consultants, Inc. have?

Halberstadt Financial Consultants, Inc. reports 5 employees.

Where is Halberstadt Financial Consultants, Inc. located?

Halberstadt Financial Consultants, Inc. is based in Princeton, NJ and has been SEC-registered since 2000.

Does Halberstadt Financial Consultants, Inc. disclose fund performance?

Halberstadt Financial Consultants, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address50 North Tulane St, Princeton, NJ 08542
Phone(609) 921-0180
Fax(609) 921-8301
Office hours9:00-500
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$91M
Non-discretionary$59M
Total (RAUM)$150M