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).

Current Firm Details
111 West Ocean Boulevard, Suite 2300, Long Beach, CA 90802
https://www.linkedin.com/company/halbert-hargrove/
By the Numbers
  • Total Assets Under Management
    3,162
    MILLION
  • Total Number of Accounts
    4,434
    ACCOUNTS
  • Average Account Value
    $713,197
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Halbert Hargrove
Showing 31 - 36 of 36 top financial advisors.
31
Ariel Bollant, financial advisor Long Beach CA
Ariel J. Bollant
CRD#: 7233173
111 West Ocean Boulevard, Suite 2300, Long Beach, CA 90802

Ariel Bollant (CRD# 7233173) is an Investment Advisor Representative working at Halbert Hargrove in Long Beach, CA and has over 4 years of experience in the finance industry.

32
Ethan Campbell, financial advisor Long Beach CA
Ethan G. Campbell
CRD#: 7688104
111 West Ocean Boulevard, Suite 2300, Long Beach, CA 90802

Ethan Campbell (CRD# 7688104) is an Investment Advisor Representative working at Halbert Hargrove in Long Beach, CA and has 1 year of experience in the finance industry.

33
Jake Castillo, financial advisor Long Beach CA
Jake A. Castillo
CRD#: 7767135
111 West Ocean Boulevard, Suite 2300, Long Beach, CA 90802

Jake Castillo (CRD# 7767135) is an Investment Advisor Representative working at Halbert Hargrove in Long Beach, CA and has 1 year of experience in the finance industry.

34
Cyrus Dereu, financial advisor Long Beach CA
Cyrus W. Dereu
CRD#: 7706759
111 West Ocean Boulevard, Suite 2300, Long Beach, CA 90802

Cyrus Dereu (CRD# 7706759) is an Investment Advisor Representative working at Halbert Hargrove in Long Beach, CA and has 1 year of experience in the finance industry.

35
John Esparza, financial advisor Long Beach CA
John R. Esparza
CRD#: 7676025
111 West Ocean Boulevard, Suite 2300, Long Beach, CA 90802

John Esparza (CRD# 7676025) is an Investment Advisor Representative working at Halbert Hargrove in Long Beach, CA and has 1 year of experience in the finance industry.

36
Katelyn Watts, financial advisor Long Beach CA
Katelyn N. Watts
CRD#: 7703598
111 West Ocean Boulevard, Suite 2300, Long Beach, CA 90802

Katelyn Watts (CRD# 7703598) is an Investment Advisor Representative working at Halbert Hargrove in Long Beach, CA and has 1 year of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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