Halbert Hargrove
Halbert Hargrove (CRD# 105515) is a financial advisory firm headquartered in Long Beach, CA. They manage $3,162,314,796 in 4,434 accounts and serve the financial needs of clients across 27 states (or territories).
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Total Assets Under Management3,162MILLION
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Total Number of Accounts4,434ACCOUNTS
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Average Account Value$713,197
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AZ, CA, CO, DC, FL, HI, ID, IL, LA, MA, MI, MN, MT, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI
John Abusaid (CRD# 3084990) is an Investment Advisor Representative working at Halbert Hargrove in Long Beach, CA and has over 18 years of experience in the finance industry.
James Ahn (CRD# 5467210) is an Investment Advisor Representative working at Halbert Hargrove in Long Beach, CA and has over 16 years of experience in the finance industry.
Timothy Anderson (CRD# 2362856) is an Investment Advisor Representative working at Halbert Hargrove in Long Beach, CA and has over 30 years of experience in the finance industry.
Vincent Birardi (CRD# 7022032) is an Investment Advisor Representative working at Halbert Hargrove in Long Beach, CA and has over 5 years of experience in the finance industry.
Jennifer Caravello (CRD# 6577836) is an Investment Advisor Representative working at Halbert Hargrove in Bellevue, WA and has over 8 years of experience in the finance industry.
Craig Cross (CRD# 872117) is an Investment Advisor Representative working at Halbert Hargrove in Long Beach, CA and has over 29 years of experience in the finance industry.
Shane Cummings (CRD# 5136560) is an Investment Advisor Representative working at Halbert Hargrove in Long Beach, CA and has over 17 years of experience in the finance industry.
Anthony Delane (CRD# 6396785) is an Investment Advisor Representative working at Halbert Hargrove in Long Beach, CA and has over 8 years of experience in the finance industry.
Craig Eissler (CRD# 5960712) is an Investment Advisor Representative working at Halbert Hargrove in Long Beach, CA and has over 12 years of experience in the finance industry.
Samantha Garcia (CRD# 6325828) is an Investment Advisor Representative working at Halbert Hargrove in Long Beach, CA and has over 9 years of experience in the finance industry.