Halberstadt Financial Consultants, Inc.
● SEC registered since 2000CRD 109462SEC# 801-57297Princeton, NJ
Reg. AUM
$185M
Employees
5
Accounts
337
Location
Princeton, NJ
Halberstadt Financial Consultants, Inc. assets under management
Halberstadt Financial Consultants, Inc. operates as an SEC-registered investment adviser based in Princeton, NJ. The firm has been registered since 2000. It reports $185 million in regulatory assets under management and employs 5 people.
Halberstadt Financial Consultants, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David Walter Control | President And Chief Compliance Officer | Over 75% | 2000 |
Frequently asked questions
How much does Halberstadt Financial Consultants, Inc. manage?
Halberstadt Financial Consultants, Inc. reports $185 million in regulatory assets under management on its Form ADV.
How many employees does Halberstadt Financial Consultants, Inc. have?
Halberstadt Financial Consultants, Inc. reports 5 employees.
Where is Halberstadt Financial Consultants, Inc. located?
Halberstadt Financial Consultants, Inc. is based in Princeton, NJ and has been SEC-registered since 2000.
Does Halberstadt Financial Consultants, Inc. disclose fund performance?
Halberstadt Financial Consultants, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 50 North Tulane St, Princeton, NJ 08542-6912 |
| Phone | (609) 921-0180 |
| Fax | (609) 921-8301 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$185M▲ 23%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 77%
Larger than 23% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$185Mregulatory AUM
Discretionary $122MNon-discretionary $63M