Halberstadt Financial Consultants, Inc

EST. AUM
$185,000,000

CONTACTS
3

CLIENT ACCOUNTS
337

Firm Details

Metro area Princeton
CRD Number 109462
Website halberstadtfinancial.com
Client types

Overview

Halberstadt Financial Consultants, Inc. is an independent, fee-only registered investment advisory firm based in Princeton, New Jersey. The firm provides integrated investment management and comprehensive financial planning to individuals, families, business owners and executives. Advisors construct portfolios tailored to each client’s objectives, risk tolerance and time horizon, using diversified allocations across equities, bonds, mutual funds and ETFs. Halberstadt Financial delivers ongoing retirement, tax, estate and cash-flow planning, coordinating with clients’ attorneys and accountants. Client assets are held at third-party custodians such as Schwab Institutional and TD Ameritrade Institutional, ensuring transparent reporting and maintaining client control over accounts.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Halberstadt Financial Consultants, Inc

Platform Details

Investment Preferences

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