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Building 2HALBERT HARGROVE

Map pinLONG BEACH, CA
Phone562-435-5657
NotebookSEC #801-33048
Total AUM
$4.2B
Employees
52
Clients
1,518

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
111 WEST OCEAN BOULEVARD
23RD FLOOR
LONG BEACH
CA 90802-7908
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
562-435-5657
Other Offices
25

ReceiptFinancials

Total AUM
$4.2B
Accounts
4,932
Discretionary
$4.2B
Accounts
4,929
Non-Discretionary
$37.7M
Accounts
3

ContactClients

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Individual Clients
574
AUM
$244.6M
HNW Individual Clients
883
AUM
$3.4B
Pension/Profit Sharing Plan Clients
24
AUM
$322.5M
Charitable Organization Clients
26
AUM
$138M
Corporation or Business Clients
11
AUM
$89.6M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPublications
Other Services
INVESTMENT CONSULTING
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AKALAZCACODCFLGAHIIDILINLAMAMIMNMTNCNJNMNVNYOHORPASCTNTXUTVAWAWI

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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