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Building 2HALBERT HARGROVE

Map pinCARLSBAD, CA
Phone760-804-8604
NotebookSEC #801-48606
Total AUM
$102.1M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5973 AVENIDA ENCINAS
STE 300
CARLSBAD
CA 92008
USA
Operating Hours
9 A.M. TO 5 P.M.
Monday - Friday
Phone
760-804-8604

ReceiptFinancials

Total AUM
$102.1M
Accounts
204
Discretionary
$97.1M
Accounts
186
Non-Discretionary
$5M
Accounts
18

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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