Halpern Financial
Finance · Virginia, United States · 11-50 Employees
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Overview
Headquarters
20365 Exchange St Ste 200, Ashburn, Virg...Phone Number
(240) 268-1000Website
www.halpernfinancial.comRevenue
<$5 MillionIndustry
About Halpern Financial
MAI Capital Management is a financial services firm dedicated to guiding individuals, families, athletes, entertainers, and institutions in wealth management and financial planning. With over 50 years of experience, the firm emphasizes a client-first approach, providing extensive resources and personalized financial education to help clients achieve their long-term goals. The company's services include wealth management, family office solutions, retirement plans, and investment strategies. Recently, they expanded by integrating Halpern Financial, enhancing their capabilities and support for clients.Explore more
Halpern Financial Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
1-10
Private
-
2014
MZ
Mitch ZidesPresident & Senior Independent Fee Wealth Advisor & Only Financial Planner & Portfolio Manager
Halpern Financial Tech Stack
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MAI Capital Management is a financial services firm dedicated to guiding individuals, families, athletes, entertainers, and institutions in wealth management and financial planning. With over 50 years of experience, the firm emphasizes a client-first approach, providing extensive resources and personalized financial education to help clients achiev... Read More
