CRD: 109462
Halberstadt Financial Consultants INC
$185.0M Total AUM
$122.0M Disc. AUM
12.4% 3Y CAGR
5 Employees
159 ADV. Clients
26 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-25-2000
- Office Locations
- 1
Office Locations
50 North Tulane St. Princeton NJ
About Halberstadt Financial Consultants INC
Halberstadt Financial Consultants is an independent, SEC-registered, fee-only RIA in Princeton, NJ (est. 1969) providing investment management and comprehensive planning, including tax planning/preparation, estate planning, and retirement plan consulting. Portfolios commonly use ETFs alongside fixed income allocations. NAPFA member and generally custody through Charles Schwab.
Team overview
-- AVG AGE
$61.7M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
10.4 yrs AVG TENURE
5 Employees
3 Advisory Reps
3 RIA Reps
26yrs Firm Age
Insights
Available
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Available
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
D
DAVID WALTER
Chief Compliance Officer, Financial Professional, President
- CRD
- #4388506
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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BARBARA JEAN CAVAGNARO
Relationship Manager
- CRD
- #6915335
Available
Available
Available
DANIEL LEV WALTER
President
- CRD
- #5326982
Available
Available
Available
Showing 2 of 4 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $122,000,000 | $762,500 |
| Non-Discretionary | $63,000,000 | $355,932 |
| Total | $185,000,000 | $548,961 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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