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Home > Retirement Planners > new jersey > princeton > HALBERSTADT FINANCIAL CONSULTANTS INC
HALBERSTADT FINANCIAL CONSULTANTS INC
50 North Tulane St
Princeton, New Jersey 08542
Tel: 609-921-0180
About HALBERSTADT FINANCIAL CONSULTANTS INC
HALBERSTADT FINANCIAL CONSULTANTS INC, formally registered with the SEC as HALBERSTADT FINANCIAL CONSULTANTS INC. The firm was established in 05/25/2000. They have over 1 offices throughout the country.
HALBERSTADT FINANCIAL CONSULTANTS INC is a Princeton, New Jersey based Financial Planning firm with nearly $136,000,000 assets under management, offering retirement planning & investment advisory services to 369 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 109462 |
| SEC# | 801-57297 |
| Assets Managed by Firm | $136,000,000 |
| No. of Clients | 369 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 369 | $136,000,000 |
| Individuals (other than high net worth individuals) | 100 | $19,000,000 |
| High net worth individuals | 53 | $111,786,293 |
| Pension and profit sharing plans | 1 | $5,213,707 |
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