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
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
1
1
1
1
1
1
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
Mitchell ZidesPresident & Senior Independent Fee Wealth Advisor & Only Financial Planner & Portfolio Manager
Company Profile Activity
Activity Insights
Halpern Financial is experiencing very low activity levels compared to other companies in the Finance sector.
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Halpern Financial is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Halpern Financial.
Halpern Financial financials insights
Gather financial insights about Halpern Financial, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2020
Debt
$150K
Halpern Financial Tech Stack
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Halpern Financial News & Media
Daniel Trumbower, CFP® Joins Advisory Team at Halpern Financial
Halpern Financial, a fee-only, independent RIA, welcomes experienced wealth advisor Daniel Trumbower. (PRWeb October 07, 2019) Read the full story at https://www.prweb.com/releases/daniel_trumbower_cfp_joins_advisory_team_at_halpern_financial/prweb16624595.htm
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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
