Halberstadt Financial Consultants Inc.
Halberstadt Financial Consultants Inc. (CRD# 109462) is a financial advisory firm headquartered in Princeton, NJ. They manage $136,000,000 in 369 accounts and serve the financial needs of clients across 2 states (or territories).
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Total Assets Under Management136MILLION
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Total Number of Accounts369ACCOUNTS
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Average Account Value$368,564
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
NJ, PA
Barbara Cavagnaro (CRD# 6915335) is an Investment Advisor Representative working at Halberstadt Financial Consultants Inc. in Princeton, NJ and has over 5 years of experience in the finance industry.
David Walter (CRD# 4388506) is an Investment Advisor Representative working at Halberstadt Financial Consultants Inc. in Princeton, NJ and has over 24 years of experience in the finance industry.
Jeremiah Walter (CRD# 6736347) is an Investment Advisor Representative working at Halberstadt Financial Consultants Inc. in Princeton, NJ and has over 5 years of experience in the finance industry.
Daniel Walter (CRD# 5326982) is an Investment Advisor Representative working at Halberstadt Financial Consultants Inc. in Princeton, NJ and has 1 year of experience in the finance industry.