Halbert Hargrove Revenue and Competitors
Estimated Revenue & Valuation
- Halbert Hargrove's estimated annual revenue is currently $7.6M per year.
- Halbert Hargrove's estimated revenue per employee is $117,000
Employee Data
- Halbert Hargrove has 65 Employees.
- Halbert Hargrove grew their employee count by -3% last year.
Halbert Hargrove's People
Name | Title | Email/Phone |
---|---|---|
1 | Controller | Reveal Email/Phone |
2 | Managing Director | Reveal Email/Phone |
3 | Managing Director | Reveal Email/Phone |
4 | Regional Director | Reveal Email/Phone |
5 | Regional Director | Reveal Email/Phone |
6 | Regional Director | Reveal Email/Phone |
7 | Regional Director | Reveal Email/Phone |
8 | President, Chief Operating Officer | Reveal Email/Phone |
9 | Director Technology/Cybersecurity and Wealth Advisor | Reveal Email/Phone |
10 | Managing Director Growth and Client Experience | Reveal Email/Phone |
Halbert Hargrove Competitors & AlternativesAdd Company
Competitor Name | Revenue | Number of Employees | Employee Growth | Total Funding | Valuation |
---|---|---|---|---|---|
#1 | $1770.7M | 9525 | 16% | $2.3B | N/A |
#2 | $21.6M | 151 | -3% | N/A | N/A |
#3 | $5.2M | 50 | 14% | N/A | N/A |
#4 | $5920M | 6292 | 0% | $552.3M | N/A |
#5 | $1M | 13 | -41% | N/A | N/A |
#6 | $6.4M | 55 | 8% | N/A | N/A |
#7 | $1.6M | 25 | -44% | $44M | N/A |
#8 | $1.4M | 21 | 0% | $4.7M | N/A |
#9 | $2.5M | 28 | -10% | N/A | N/A |
#10 | $3.5M | 34 | -6% | N/A | N/A |
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/AN/A
Total Funding
65
Number of Employees
$7.6M
Revenue (est)
-3%
Employee Growth %
N/A
Valuation
N/A
Accelerator
Halbert Hargrove News
Key partnerships include Mariner Wealth Advisors, Dynasty Financial Partners, and Halbert Hargrove Global Advisors, among others.
... of your company so you can get that comparison, said Samantha Garcia, a wealth advisor with Halbert Hargrove in Long Beach, California.
Company Name | Revenue | Number of Employees | Employee Growth | Total Funding |
---|---|---|---|---|
#1 | $15.8M | 65 | 20% | N/A |
#2 | $14.7M | 65 | 27% | N/A |
#3 | $10.5M | 65 | -7% | N/A |
#4 | $17.2M | 66 | 10% | N/A |
#5 | $6.1M | 66 | 10% | N/A |