Overview
Assets Under Management: $1.1 billion
Headquarters: ASHBURN, VA
High-Net-Worth Clients: 188
Average Client Assets: $4.9 million
Frequently Asked Questions
HALPERN FINANCIAL, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #108822), HALPERN FINANCIAL, INC. is subject to fiduciary duty under federal law.
HALPERN FINANCIAL, INC. is headquartered in ASHBURN, VA.
HALPERN FINANCIAL, INC. serves 188 high-net-worth clients according to their SEC filing dated March 29, 2024. View client details ↓
According to their SEC Form ADV, HALPERN FINANCIAL, INC. offers portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
HALPERN FINANCIAL, INC. manages $1.1 billion in client assets according to their SEC filing dated March 29, 2024.
According to their SEC Form ADV, HALPERN FINANCIAL, INC. serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 188
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 83.84%
Average Client Assets: $4.9 million
Total Client Accounts: 1,332
Discretionary Accounts: 1,332
Regulatory Filings
CRD Number: 108822
Filing ID: 1856432
Last Filing Date: 2024-03-29 10:04:00