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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Halberstadt Financial Consultants Inc
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|---|---|
| CRD # | 109462 |
| SEC # | 801-57297 |
| CIK # | |
| AUM | $150.0 M (2025-03-28) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 609-921-0180 |
| Address | 50 North Tulane St Princeton, NJ 08542 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 100 | 18.0 |
| (b) Individuals (high net worth individuals) | 59 | 119.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 2 | 4.8 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 5.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 1 | 3.2 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 347 | 150.0 |
| By Discretionary | ||
| Discretionary | 164 | 91.0 |
| Non-Discretionary | 183 | 59.0 |
| Total | 347 | 150.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 150.0 | |
| Total | 347 | 150.0 |
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OK | 0.2 |
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