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
Brett Gersack (CRD# 4079967) is an Investment Advisor Representative working at Halbert Hargrove in Long Beach, CA and has over 24 years of experience in the finance industry.
Tyler Gilley (CRD# 6613448) is an Investment Advisor Representative working at Halbert Hargrove in Long Beach, CA and has over 8 years of experience in the finance industry.
Russell Hill (CRD# 245988) is an Investment Advisor Representative working at Halbert Hargrove in Long Beach, CA and has over 21 years of experience in the finance industry.
Mark Janci (CRD# 2078142) is an Investment Advisor Representative working at Halbert Hargrove in Long Beach, CA and has over 33 years of experience in the finance industry.
Kelli Kiemle (CRD# 5338717) is an Investment Advisor Representative working at Halbert Hargrove in Long Beach, CA and has over 16 years of experience in the finance industry.
Steven Klosterman (CRD# 715600) is an Investment Advisor Representative working at Halbert Hargrove in Long Beach, CA and has over 42 years of experience in the finance industry.
Timothy Kohler (CRD# 6377534) is an Investment Advisor Representative working at Halbert Hargrove in Long Beach, CA and has over 9 years of experience in the finance industry.
Patrick Kujawa (CRD# 2459571) is an Investment Advisor Representative working at Halbert Hargrove in Scottsdale, AZ and has over 29 years of experience in the finance industry.
Edwin Langley (CRD# 2338066) is an Investment Advisor Representative working at Halbert Hargrove in Long Beach, CA and has over 30 years of experience in the finance industry.
Ross Langley (CRD# 5600761) is an Investment Advisor Representative working at Halbert Hargrove in Long Beach, CA and has over 15 years of experience in the finance industry.