HALBERT HARGROVE

111 West Ocean Boulevard
Suite 2300
Long Beach, California 90802-7908
Tel: 562-435-5657

About HALBERT HARGROVE

HALBERT HARGROVE, formally registered with the SEC as HALBERT HARGROVE. The firm was established in 10/13/1988. They have over 16 offices throughout the country.

HALBERT HARGROVE is a Long Beach, California based Financial Planning firm with nearly $3,162,314,796 assets under management, offering retirement planning & investment advisory services to 4434 clients. The firm is staffed with 49 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	105515
SEC#	801-33048
Assets Managed by Firm	$3,162,314,796
No. of Clients	4434
No. of Advisors	49

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors
Publication of periodicals and newsletters
Education seminars/workshops
Other (INVESTMENT CONSULTING)

Firm Client Information

	No. of Clients	AUM
Firm Total	4434	$3,162,314,796
Individuals (other than high net worth individuals)	617	$262,890,127
High net worth individuals	693	$2,382,140,901
Pension and profit sharing plans	28	$366,107,308
Charitable organizations	28	$93,976,150
Corporations or other businesses	10	$57,200,310

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