RIA Intel›Advisers›New Jersey›HALBERSTADT FINANCIAL CONSULTANTS, INC.

HALBERSTADT FINANCIAL CONSULTANTS, INC.

Advisory

N·PRINCETON, NJ

Data as of Mar 31, 2026 · Source: SEC Form ADV

Total AUM
$185M
1-Year AUM Growth
+10.3%
3-Year CAGR
+3.5%
Employees
3
Assets Under Management
Total AUM$185M
Discretionary AUM$122M
Non-Discretionary AUM$63M
Discretionary %65.9%
Total Clients163
Team
Total Employees3
Investment Advisers5
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record35
First FilingMay 7, 2001
Latest FilingMar 31, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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