Halbert Hargrove provides a proven, goals-directed planning process for wealthy families and individuals. Our wealth advisory and fiduciary investment services help our clients preserve and grow their wealth through access to preferred investment vehicles, extensive market experience, and proven strategies that we’ve continually refined since our founding in 1933. Halbert Hargrove is recognized as one of the top wealth advisory firms in the country; our successful client relationships are due in no small part to our commitment to transparency, fiduciary best practices, and innovative culture. We never compromise on our values or process, so our clients can be confident about maintaining their lifestyle, contributing to their community, and preparing the next generation for continued success. We believe in "Investing to integrate your money and your life℠". Halbert Hargrove achieved Investment Advisor Certification from the Centre for Fiduciary Excellence (CEFEX). CEFEX is an independent organization that works with investment advisory firms around the globe to assess their investment processes and systems—and their adherence to the highest standards of fiduciary best practices. Certification is a relatively rare distinction; we are the 50th investment advisory firm in the world to have earned it. CEFEX's mission is to improve risk management for both institutional and retail investors.
View Top Employees from Halbert HargroveWebsite | http://www.halberthargrove.com |
Revenue | $9.6 million |
Funding | $1 million |
Employees | 60 (60 on RocketReach) |
Founded | 1998 |
Address | 111 W. Ocean Blvd Suite 2300, Long Beach, California 90802, US |
Phone | (562) 435-5657 |
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Industry | Investment Management, Finance General, Finance |
Web Rank | 20 Million |
Keywords | Companies Like Ria In A Box, How To Read Fidelity Statement End Of Year What Is Taxable Income, How Do I Check Current Monthly Tax Withholding In My Fidelity Account |
Competitors | GW & Wade, LLC, Gerber Kawasaki Wealth & Investment Management, Janiczek Wealth Management, Round Table Wealth Management, Summit Wealth Partners, LLC |
SIC | SIC Code 62 Companies, SIC Code 628 Companies |
NAICS | NAICS Code 5239 Companies, NAICS Code 52 Companies, NAICS Code 52393 Companies, NAICS Code 523 Companies |
Looking for a particular Halbert Hargrove employee's phone or email?
The Halbert Hargrove annual revenue was $9.6 million in 2024.
JC Abusaid is the Chief Executive Officer, President of Halbert Hargrove.
60 people are employed at Halbert Hargrove.
Halbert Hargrove is based in Long Beach, California.
The NAICS codes for Halbert Hargrove are [5239, 52, 52393, 523].
The SIC codes for Halbert Hargrove are [62, 628].