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Building 2HALBERSTADT FINANCIAL CONSULTANTS INC

Map pinPRINCETON, NJ
Phone(609) 921-0180
NotebookSEC #801-57297
Total AUM
$185M
Employees
5
Clients
158

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
50 NORTH TULANE ST
PRINCETON
NJ 08542-6912
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
(609) 921-0180

ReceiptFinancials

Total AUM
$185M
Accounts
337
Discretionary
$122M
Accounts
160
Non-Discretionary
$63M
Accounts
177

ContactClients

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Individual Clients
89
AUM
$21M
HNW Individual Clients
68
AUM
$158M
Pension/Profit Sharing Plan Clients
1
AUM
$6M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NJPA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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