Halbert Hargrove Revenue and Competitors

Location

N/A

Total Funding

Fintech

Industry

Estimated Revenue & Valuation

  • Halbert Hargrove's estimated annual revenue is currently $7.6M per year.(i)
  • Halbert Hargrove's estimated revenue per employee is $117,000

Employee Data

  • Halbert Hargrove has 65 Employees.(i)
  • Halbert Hargrove grew their employee count by -3% last year.

Halbert Hargrove's People

NameTitleEmail/Phone
1
ControllerReveal Email/Phone
2
Managing DirectorReveal Email/Phone
3
Managing DirectorReveal Email/Phone
4
Regional DirectorReveal Email/Phone
5
Regional Director Reveal Email/Phone
6
Regional DirectorReveal Email/Phone
7
Regional DirectorReveal Email/Phone
8
President, Chief Operating Officer Reveal Email/Phone
9
Director Technology/Cybersecurity and Wealth AdvisorReveal Email/Phone
10
Managing Director Growth and Client ExperienceReveal Email/Phone
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$1770.7M952516%$2.3BN/A
#2
$21.6M151-3%N/AN/A
#3
$5.2M5014%N/AN/A
#4
$5920M62920%$552.3MN/A
#5
$1M13-41%N/AN/A
#6
$6.4M558%N/AN/A
#7
$1.6M25-44%$44MN/A
#8
$1.4M210%$4.7MN/A
#9
$2.5M28-10%N/AN/A
#10
$3.5M34-6%N/AN/A
Add Company

What Is Halbert Hargrove?

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.

keywords:N/A

N/A

Total Funding

65

Number of Employees

$7.6M

Revenue (est)

-3%

Employee Growth %

N/A

Valuation

N/A

Accelerator

Halbert Hargrove News

2022-04-06 - Eaglebrook Advisors Raises Strategic Capital from Franklin ...

Key partnerships include Mariner Wealth Advisors, Dynasty Financial Partners, and Halbert Hargrove Global Advisors, among others.

2022-03-30 - 6 Obstacles Women Face While Building Wealth

... of your company so you can get that comparison,” said Samantha Garcia, a wealth advisor with Halbert Hargrove in Long Beach, California.

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$15.8M6520%N/A
#2
$14.7M6527%N/A
#3
$10.5M65-7%N/A
#4
$17.2M6610%N/A
#5
$6.1M6610%N/A