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Home > Retirement Planners > virginia > ashburn > HALPERN FINANCIAL, INC.
HALPERN FINANCIAL, INC.
20365 Exchange Street
Suite 200
Ashburn, Virginia 20147
Tel: 240.268.1000
About HALPERN FINANCIAL, INC.
HALPERN FINANCIAL, INC, formally registered with the SEC as HALPERN FINANCIAL, INC. The firm was established in 05/01/2000. They have over 3 offices throughout the country.
HALPERN FINANCIAL, INC. is a Ashburn, Virginia based Financial Planning firm with nearly $828,828,342 assets under management, offering retirement planning & investment advisory services to 1133 clients. The firm is staffed with 12 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 108822 |
| SEC# | 801-57444 |
| Assets Managed by Firm | $828,828,342 |
| No. of Clients | 1133 |
| No. of Advisors | 12 |
Fee Structure
- A Percentage of AUM
- Hourly charges
Advisory Services Provided
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1133 | $828,828,342 |
| Individuals (other than high net worth individuals) | 139 | $58,358,344 |
| High net worth individuals | 159 | $676,451,345 |
| Pension and profit sharing plans | 7 | $94,018,653 |
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