CRD: 109462
Halberstadt Financial Consultants INC
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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 05-25-2000
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Between March 28, 2025 and March 31, 2026, reported AUM increased 23.3%, from $150.0M to $185.0M.
Across 5 reported observations, AUM increased 36.6% between November 14, 2022 and March 31, 2026, from $135.5M to $185.0M.
Of the latest reported AUM, 65.9% is discretionary and 34.1% is non-discretionary.
The firm reports 3 advisory representatives and 159 clients, or 53 clients per representative. That equates to $1.2M in reported AUM per client.
The profile lists 1 reported office location and 26 years in operation. The source data was last updated on March 31, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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Owner & Executives
DAVID WALTER
Chief Compliance Officer, Financial Professional, President
- CRD
- #4388506
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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BARBARA JEAN CAVAGNARO
Relationship Manager
- CRD
- #6915335
DANIEL LEV WALTER
President
- CRD
- #5326982
Showing 2 of 4 contacts
Unlock allAssets Under Management
| 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
SMA allocation detail is available
Halberstadt Financial Consultants INC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.