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HALBERT HARGROVE
HALBERT HARGROVE GLOBAL ADVISORS, LLC
CRD 105515 · SEC 801-33048
111 WEST OCEAN BOULEVARD, 23RD FLOOR, LONG BEACH, CA, 90802-7908, United States
Phone
562-435-5657
Fax
562-435-0774
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$4.20B
Discretionary AUM
$4.17B
Team
52 total employees; 36 advisory reps; 2 broker-dealer reps
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-28
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersPublication of periodicalsEducational seminarsINVESTMENT CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 574 | $244.6M |
| High net worth individuals | 883 | $3.41B |
| Pension/profit sharing plans | 24 | $322.5M |
| Charitable organizations | 26 | $138.0M |
| Corporations/business entities | 11 | $89.6M |
States served
AL, AK, AZ, CA, CO, DC, GA, ID, IL, IN, LA, MA, MI, MN, MT, NV, NJ, NM, NY, NC, OH, OR, PA, SC, TN, UT, VA, WI, WA, TX, HI, FL
All web addresses on file
Official SEC filing: View on IAPD