Halberstadt Financial Consultants Inc
Halberstadt Financial Consultants Inc is an SEC-registered wealth manager in Princeton, NJ with $185.0M assets under management (AUM, regulatory AUM), +23% over one year. See who owns Halberstadt Financial Consultants Inc: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 109462, SEC 801-57297, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $185.0M (2026-03-31)
- Firm type
- Wealth Manager
- Location
- Princeton, NJ
- Employees
- 5
- Clients
- 158
- CRD
- 109462
- Ownership
- WALTER, DAVID
How much AUM does Halberstadt Financial Consultants Inc have?
Halberstadt Financial Consultants Inc reported $185.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Halberstadt Financial Consultants Inc?
Disclosed owners and executives of Halberstadt Financial Consultants Inc include WALTER, DAVID. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.