HALBERSTADT FINANCIAL CONSULTANTS, INC.
Doing business as HALBERSTADT FINANCIAL CONSULTANTS INC. SEC Form ADV profile.
Total regulatory AUM
$185,000,000
Discretionary
$122,000,000
Non-discretionary
$63,000,000
Firm details
- CRD number
- 109462
- SEC file number
- 801-57297
- Main office
- PRINCETON, NJ, United States
- Employees
- 5
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of November 2026.