LP Profile

Halberstadt Financial Consultants

Also known as halberstadt financial consultants

Wealth ManagerPrinceton, United StatesFounded 1969
Princeton
Headquarters
Investment Focus

About Halberstadt Financial Consultants

Halberstadt Financial Consultants is a wealth manager based in Princeton, US. Founded in 1969.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Halberstadt Financial Consultants from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$185.0M
Total Clients
337
Filing Date
March 31, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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FAQ

Frequently asked questions

What type of investor is Halberstadt Financial Consultants?

Halberstadt Financial Consultants is a wealth manager based in Princeton, United States.

Where is Halberstadt Financial Consultants headquartered?

Halberstadt Financial Consultants is headquartered in Princeton, United States.

When was Halberstadt Financial Consultants founded?

Halberstadt Financial Consultants was founded in 1969.

How can I contact Halberstadt Financial Consultants?

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