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| Halbert Hargrove Global Advisors LLC
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|---|---|
| CRD # | 105515 |
| SEC # | 801-33048 |
| CIK # | 0001484205 |
| AUM | $4.2 B (2026-03-28) |
| Employees | 52 (69% Investors, 0% Brokers) |
| Phone | 562-435-5657 |
| Address | 111 West Ocean Boulevard Long Beach, CA 90802-7908 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Instagram] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Airbnb Inc | 0.0 | ||
| Apple Inc | 0.0 | ||
| Intuitive Surgical Inc | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| Metropcs Communications Inc | 0.0 | ||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 574 | 0.2 |
| (b) Individuals (high net worth individuals) | 883 | 3.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 24 | 0.3 |
| (h) Charitable organizations | 26 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 11 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 4,932 | 4.2 |
| By Discretionary | ||
| Discretionary | 4,929 | 4.2 |
| Non-Discretionary | 3 | 0.0 |
| Total | 4,932 | 4.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 4.2 | |
| Total | 4,932 | 4.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001484205] | |
| SC 13G | [0001484205] |
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|---|---|---|
|
Advisory Alpha LLC
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|
MI | 4.4 |
|
Good Life Advisors LLC
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Simplicity Wealth LLC
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Beacon Capital Management Inc
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OH | 4.3 |
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Willis Investment Counsel Inc
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GA | 4.2 |
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Sound Income Strategies LLC
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FL | 4.2 |
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Boston Common Asset Management LLC
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MA | 4.2 |
|
The Retirement Planning Group LLC
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KS | 4.2 |
|
Aprio Wealth Management LLC
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GA | 4.2 |
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NWAM LLC
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WA | 4.1 |