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Building 2HALPERN FINANCIAL, INC.

Map pinASHBURN, VA
Phone240.268.1000
NotebookSEC #801-57444
Total AUM
$1.1B
Employees
13
Clients
334

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
20365 EXCHANGE STREET
SUITE 200
ASHBURN
VA 20147
United States
Operating Hours
8:30 AM - 4:30 PM
Monday - Friday
Phone
240.268.1000
Other Offices
2

ReceiptFinancials

Total AUM
$1.1B
Accounts
1,332
Discretionary
$1.1B
Accounts
1,332
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
140
AUM
$61.8M
HNW Individual Clients
188
AUM
$921M
Pension/Profit Sharing Plan Clients
6
AUM
$115.7M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
CONSULTING SERVICES
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CADCFLLAMDNCNHNJNYPASCTXVA

HandshakeAffiliates

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

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