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
Brenden Melrose (CRD# 5401583) is an Investment Advisor Representative working at Halbert Hargrove in Long Beach, CA and has over 12 years of experience in the finance industry.
David Overton (CRD# 2305277) is an Investment Advisor Representative working at Halbert Hargrove in Long Beach, CA and has over 31 years of experience in the finance industry.
Julia Pham (CRD# 6545483) is an Investment Advisor Representative working at Halbert Hargrove in Long Beach, CA and has 1 year of experience in the finance industry.
Anthony Skvarka (CRD# 4776509) is an Investment Advisor Representative working at Halbert Hargrove in Long Beach, CA and has over 19 years of experience in the finance industry.
Brian Spinelli (CRD# 5129615) is an Investment Advisor Representative working at Halbert Hargrove in Scottsdale, AZ and has over 17 years of experience in the finance industry.
Nickolas Strain (CRD# 5037232) is an Investment Advisor Representative working at Halbert Hargrove in Long Beach, CA and has over 18 years of experience in the finance industry.
Taylor Sutherland (CRD# 4355240) is an Investment Advisor Representative working at Halbert Hargrove in Long Beach, CA and has over 20 years of experience in the finance industry.
Michelle White (CRD# 2616997) is an Investment Advisor Representative working at Halbert Hargrove in Long Beach, CA and has over 25 years of experience in the finance industry.
Cecilia Williams (CRD# 5136559) is an Investment Advisor Representative working at Halbert Hargrove in Long Beach, CA and has over 17 years of experience in the finance industry.
David Koch (CRD# 6001775) is an Investment Advisor Representative working at Halbert Hargrove in Long Beach, CA and has over 10 years of experience in the finance industry.