Halbert Hargrove
Finance · California, United States · 11-50 Employees
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Overview
Headquarters
111 W Ocean Blvd Fl 23, Long Beach, Cali...Phone Number
(562) 435-5657Website
www.halberthargrove.comRevenue
$9.6 MillionIndustry
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
2
1
2
2
2
1
About Halbert Hargrove
Halbert Hargrove is a wealth advisory and fiduciary investment firm that offers a range of financial services including investment management, retirement planning, estate planning, and financial planning tailored for women. The firm specializes in assisting families and individuals with investable assets exceeding $1 million, particularly during significant life transitions. Their LifePhase Investing approach ensures that financial strategies evolve alongside clients' changing needs and goals. With a commitment to providing comprehensive guidance, Halbert Hargrove aims to support clients in achieving their long-term financial objectives.Explore more
Halbert Hargrove Org Chart
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Activity Insights
Halbert Hargrove is experiencing very low activity levels compared to other companies in the Finance sector.
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Halbert Hargrove is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Halbert Hargrove.
Halbert Hargrove financials insights
Gather financial insights about Halbert Hargrove, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2020
Debt
$1M
Halbert Hargrove Tech Stack
A closer look at the technologies used by Halbert Hargrove
Most Recent Scoops
Facilities Relocation / Expansion
Halbert Hargrove is planning to move offices in December 2025. The move will impact approximately 7 employees at the existing office located at 10900 Ne 8Th St, Suite #1640, Bellevue, WA.
Facilities Relocation/Expansion
Person-Based
Event
Product Marketing, Events, Training, Sales, Financial Systems, Software, Field /Outside Sales, Artificial Intelligence, Field Marketing, Finance, Financial Operations, Operations
Event
Person-Based
Events, Financial Planning, Capacity Planning, Facilities Management, Business Finance, Corporate Strategy, Finance, Financial Strategy
Person-Based
Halbert Hargrove News & Media
Financial Planning Names Halbert Hargrove a 2025 Best RIA to Work For
Halbert Hargrove was ranked 9th out of 60 RIAs LONG BEACH, Calif., Dec. 12, 2025 /PRNewswire-PRWeb/ -- For the second consecutive year, Halbert Hargrove, a fiduciary investment management and wealth advisory firm with $3.5 billion (as of 12/31/24) in assets under management (AUM), has...Halbert Hargrove Named to CNBC FA 100 List for the Seventh Consecutive Year
Halbert Hargrove ranked 87th on the 2025 FA 100 List of best financial advisors and top firms LONG BEACH, Calif., Oct. 6, 2025 /PRNewswire-PRWeb/ -- Today, Halbert Hargrove, a fiduciary investment management and wealth advisory firm with $3.5B in assets under management (AUM) as of...InvestmentNews Names Halbert Hargrove a 2025 Best Place to Work for Financial Advisors
Halbert Hargrove recognized in the sub 99 employees category for the eighth consecutive year LONG BEACH, Calif., March 12, 2025 /PRNewswire-PRWeb/ -- For the eighth consecutive year, Halbert Hargrove, a fiduciary investment management and wealth advisory firm with ~$3B billion in assets...Halbert Hargrove Named to CNBC FA 100 List for the Sixth Consecutive Year
Halbert Hargrove ranked 54th on the 2024 list of 100 top-rated financial advisory firms in the country LONG BEACH, Calif., Oct. 4, 2024 /PRNewswire-PRWeb/ -- Halbert Hargrove, a fiduciary investment management and wealth advisory firm with $3.1B in assets under management (AUM) as of...
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Frequently Asked Questions Regarding Halbert Hargrove
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Halbert Hargrove is a wealth advisory and fiduciary investment firm that offers a range of financial services including investment management, retirement planning, estate planning, and financial planning tailored for women. The firm specializes in assisting families and individuals with investable assets exceeding $1 million, particularly during si... Read More
