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) 435-5657

Revenue

$9.6 Million

Industry

Finance Securities Trading

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's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Halbert Hargrove Org Chart

Jc Abusaid, Chief Executive Officer & President at Halbert Hargrove
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Chief Executive Officer & President

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Cecilia Williams, Chief Operating Officer at Halbert Hargrove
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Chief Operating Officer

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Compare Similar Companies to Halbert Hargrove

Compare insights from companies similar to Halbert Hargrove, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Halbert Hargrove

$9.6M
11-50
Private
<$5M
1933
Jc Abusaid, Chief Executive Officer & President at Halbert Hargrove
Jc AbusaidCEO & President
$7.3M
11-50
Private
<$5M
2000
Peter Mottek, Chief Executive Officer & President at Provenance Wealth Advisors
Peter MottekCEO & President
$5.5M
11-50
Private
<$5M
2010
N/A
$5.4M
11-50
Private
<$5M
2010
Danilo Kawasaki, Vice President & Chief Operating Officer at Gerber Kawasaki
Danilo KawasakiVice President & Chief Operating Officer
<$5M
11-50
Private
-
1977
Ellen Baker, Chief Operations Officer at Wealth Teams Alliance
Ellen BakerChief Operations Officer
<$5M
1-10
Private
-
2007
N/A
<$5M
1-10
Private
<$5M
2005
Clark Kendall, President at Kendall Capital
Clark KendallPresident
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Halbert Hargrove Tech Stack

A closer look at the technologies used by Halbert Hargrove

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Frequently Asked Questions Regarding Halbert Hargrove

What is Halbert Hargrove's official website?
Halbert Hargrove's official website is www.halberthargrove.com
What is Halbert Hargrove's Revenue?
Halbert Hargrove's revenue is $9.6 Million
What is Halbert Hargrove's SIC code?
Halbert Hargrove's SIC: 62,628
What is Halbert Hargrove's NAICS code?
Halbert Hargrove's NAICS: 52,523
How many employees does Halbert Hargrove have?
Halbert Hargrove has 11-50 employees
What industry does Halbert Hargrove belong to?
Halbert Hargrove is in the industry of: Finance, Securities Trading
What is Halbert Hargrove competition?
Halbert Hargrove top competitors include: LexION Capital, Gerber Kawasaki, Kendall Capital, Provenance Wealth Advisors
What technology does Halbert Hargrove use?
Some of the popular technologies that Halbert Hargrove uses are: DocuSign, WordPress.org, PHP, Cloudflare Website Optimization
How do I contact Halbert Hargrove?
Halbert Hargrove contact info: Phone number: (562) 435-5657 Website: www.halberthargrove.com
What does Halbert Hargrove do?

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... gnificant 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.Read More

What are Halbert Hargrove social media links?
Halbert Hargrove Linkedin page Halbert Hargrove Twitter page Halbert Hargrove Facebook page
Is Halbert Hargrove a public company?
Halbert Hargrove is private company therefore does not currently have an official ticker symbol
See more information about Halbert Hargrove

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