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HALBERSTADT FINANCIAL CONSULTANTS INC

HALBERSTADT FINANCIAL CONSULTANTS, INC.

CRD 109462 · SEC 801-57297

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50 NORTH TULANE ST, PRINCETON, NJ, 08542-6912, United States

Phone

(609) 921-0180

Fax

(609) 921-8301

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$185.0M

Discretionary AUM

$122.0M

Team

5 total employees; 3 advisory reps; 1 broker-dealer reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Corporation

Filing date

2026-03-31

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals89$21.0M
High net worth individuals68$158.0M
Pension/profit sharing plans1$6.0M

States served

NJ, PA

All web addresses on file

Official SEC filing: View on IAPD