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HALBERT WEALTH MANAGEMENT, INC
9433 Bee Cave Rd
Suite 3-201
Austin, Texas 78733
Tel: 512-263-3800
About HALBERT WEALTH MANAGEMENT, INC
HALBERT WEALTH MANAGEMENT, INC, formally registered with the SEC as HALBERT WEALTH MANAGEMENT, INC. The firm was established in 04/14/1998. They have over 1 offices throughout the country.
HALBERT WEALTH MANAGEMENT, INC is a Austin, Texas based Financial Planning firm with nearly $72,797,050 assets under management, offering retirement planning & investment advisory services to 1 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 108294 |
| SEC# | 801-55411 |
| Assets Managed by Firm | $72,797,050 |
| No. of Clients | 1 |
| No. of Advisors | 2 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for businesses or institutional clients
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1 | $72,797,050 |
| Other investment advisers | Fewer than 5 clients | $72,797,050 |
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