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Halbert Wealth Management, Inc

EST. AUM
$211,192,636

CONTACTS
4

CLIENT ACCOUNTS
602

Firm Details

Metro area Austin
CRD Number 108294
Website halbertwealth.com
Client types

Overview

Halbert Wealth Management, Inc. was founded in 1995 and is based in Austin, Texas. Its goal is to provide clients investment strategies that provide “absolute returns” – growth regardless of market conditions. It is an independent investment advisory firm registered with the Securities and Exchange Commission. That allows the firm the flexibility to reject Wall Street’s conventional buy-and-hold philosophy and seek out investment opportunities with the goal of lower risk and consistent returns.

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Investment Preferences

Alternative Activity

Address

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

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