|
⚲
|
| Halpern Financial Inc
✚
|
|
|---|---|
| CRD # | 108822 |
| SEC # | 801-57444 |
| CIK # | |
| AUM | $828.8 MM (2023-03-17) |
| Employees | 12 (50% Investors, 0% Brokers) |
| Phone | 240-268-1000 |
| Address | 20365 Exchange Street Ashburn, VA 20147 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 139 | 58.4 |
| (b) Individuals (high net worth individuals) | 159 | 676.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 7 | 94.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,133 | 828.8 |
| By Discretionary | ||
| Discretionary | 1,133 | 828.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,133 | 828.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 828.8 | |
| Total | 1,133 | 828.8 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Lodestar Private Asset Management LLC
✚
|
CA | 0.8 |
|
Elk River Wealth Management LLC
✚
|
CO | 0.8 |
|
Bouchey Financial Group Ltd
✚
|
NY | 0.8 |
|
The de Burlo Group Inc
✚
|
MA | 0.8 |
|
Headinvest LLC
✚
|
ME | 0.8 |
|
Northern Trust Securities Inc
✚
|
IL | 0.8 |
|
Ironvine Capital Partners LLC
✚
|
NE | 0.8 |
|
Associated Investment Services Inc
✚
|
WI | 0.8 |
|
Adams Asset Advisors LLC
✚
|
TX | 0.8 |
|
Talon Private Wealth LLC
✚
|
FL | 0.8 |