HALPERN FINANCIAL, INC.
CRD #108822 SEC #801-57444 ASHBURN, VA 240.268.1000
SEC Registered
Total AUM
$1.1B
Discretionary
$1.1B
Employees
13
Clients
--
Accounts
1,332
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2024 | $1.1B | $1.1B | $0 | 13 | 0 |
| Feb 2024 | $1.1B | $1.1B | $0 | 13 | 0 |
| Feb 2024 | $1.1B | $1.1B | $0 | 13 | 0 |
| Mar 2023 | $828.8M | $828.8M | $0 | 12 | 0 |
| Mar 2023 | $828.8M | $828.8M | $0 | 12 | 0 |
| Nov 2022 | $863.2M | $863.2M | $0 | 11 | 0 |
| Apr 2022 | $863.2M | $863.2M | $0 | 11 | 0 |
| Mar 2022 | $863.2M | $863.2M | $0 | 11 | 0 |
| Mar 2022 | $863.2M | $863.2M | $0 | 11 | 0 |
| Mar 2021 | $686.8M | $686.8M | $0 | 10 | 0 |
| Oct 2020 | $554.6M | $554.6M | $0 | 11 | 0 |
| Jun 2020 | $554.6M | $554.6M | $0 | 11 | 0 |
| Mar 2020 | $554.6M | $554.6M | $0 | 11 | 0 |
| Jun 2019 | $409.2M | $409.2M | $0 | 10 | 0 |
| Feb 2019 | $409.2M | $409.2M | $0 | 10 | 0 |
| Mar 2018 | $383.4M | $383.4M | $0 | 8 | 0 |
| Nov 2017 | $282.2M | $282.2M | $0 | 8 | 0 |
| Oct 2017 | $282.2M | $282.2M | $0 | 8 | 0 |
| Sep 2017 | $282.2M | $282.2M | $0 | 8 | 200 |
| Jan 2017 | $282.2M | $282.2M | $0 | 8 | 200 |
| Feb 2016 | $245.4M | $245.4M | $0 | 7 | 200 |
| Sep 2015 | $243.2M | $243.2M | $0 | 6 | 200 |
| Feb 2015 | $243.2M | $243.2M | $0 | 6 | 200 |
| Dec 2014 | $222.5M | $222.5M | $0 | 6 | 200 |
| Jul 2014 | $222.5M | $222.5M | $0 | 6 | 200 |
| Mar 2014 | $222.5M | $222.5M | $0 | 7 | 200 |
| Nov 2013 | $195.4M | $195.4M | $0 | 5 | 200 |
| Oct 2013 | $195.4M | $195.4M | $0 | 5 | 200 |
| Mar 2013 | $195.4M | $195.4M | $0 | 5 | 200 |
| Oct 2012 | $168M | $168M | $0 | 1 | 200 |
| Aug 2012 | $168M | $168M | $0 | 1 | 200 |
| Jan 2012 | $168M | $168M | $0 | 1 | 200 |
| Mar 2011 | $136.7M | $136.7M | $0 | 5 | -- |
| Dec 2010 | $136.7M | $136.7M | $0 | 5 | -- |
| Dec 2010 | $136.7M | $136.7M | $0 | 5 | -- |
| Mar 2009 | $99M | $99M | $0 | 5 | -- |
| Feb 2008 | $112.6M | $112.6M | $0 | 5 | -- |
| Jan 2008 | $97.9M | $97.9M | $0 | 5 | -- |
| Mar 2007 | $97.9M | $97.9M | $0 | 5 | -- |
| Feb 2006 | $70.2M | $70.2M | $0 | 5 | -- |
| Feb 2005 | $58.8M | $58.8M | $0 | 5 | -- |
| Mar 2004 | $50.4M | $50.4M | $0 | 5 | -- |
DateMar 2024
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees13
Clients0
DateFeb 2024
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees13
Clients0
DateFeb 2024
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees13
Clients0
DateMar 2023
Total AUM$828.8M
Discretionary$828.8M
Non-Disc.$0
Employees12
Clients0
DateMar 2023
Total AUM$828.8M
Discretionary$828.8M
Non-Disc.$0
Employees12
Clients0
DateNov 2022
Total AUM$863.2M
Discretionary$863.2M
Non-Disc.$0
Employees11
Clients0
DateApr 2022
Total AUM$863.2M
Discretionary$863.2M
Non-Disc.$0
Employees11
Clients0
DateMar 2022
Total AUM$863.2M
Discretionary$863.2M
Non-Disc.$0
Employees11
Clients0
DateMar 2022
Total AUM$863.2M
Discretionary$863.2M
Non-Disc.$0
Employees11
Clients0
DateMar 2021
Total AUM$686.8M
Discretionary$686.8M
Non-Disc.$0
Employees10
Clients0
DateOct 2020
Total AUM$554.6M
Discretionary$554.6M
Non-Disc.$0
Employees11
Clients0
DateJun 2020
Total AUM$554.6M
Discretionary$554.6M
Non-Disc.$0
Employees11
Clients0
DateMar 2020
Total AUM$554.6M
Discretionary$554.6M
Non-Disc.$0
Employees11
Clients0
DateJun 2019
Total AUM$409.2M
Discretionary$409.2M
Non-Disc.$0
Employees10
Clients0
DateFeb 2019
Total AUM$409.2M
Discretionary$409.2M
Non-Disc.$0
Employees10
Clients0
DateMar 2018
Total AUM$383.4M
Discretionary$383.4M
Non-Disc.$0
Employees8
Clients0
DateNov 2017
Total AUM$282.2M
Discretionary$282.2M
Non-Disc.$0
Employees8
Clients0
DateOct 2017
Total AUM$282.2M
Discretionary$282.2M
Non-Disc.$0
Employees8
Clients0
DateSep 2017
Total AUM$282.2M
Discretionary$282.2M
Non-Disc.$0
Employees8
Clients200
DateJan 2017
Total AUM$282.2M
Discretionary$282.2M
Non-Disc.$0
Employees8
Clients200
DateFeb 2016
Total AUM$245.4M
Discretionary$245.4M
Non-Disc.$0
Employees7
Clients200
DateSep 2015
Total AUM$243.2M
Discretionary$243.2M
Non-Disc.$0
Employees6
Clients200
DateFeb 2015
Total AUM$243.2M
Discretionary$243.2M
Non-Disc.$0
Employees6
Clients200
DateDec 2014
Total AUM$222.5M
Discretionary$222.5M
Non-Disc.$0
Employees6
Clients200
DateJul 2014
Total AUM$222.5M
Discretionary$222.5M
Non-Disc.$0
Employees6
Clients200
DateMar 2014
Total AUM$222.5M
Discretionary$222.5M
Non-Disc.$0
Employees7
Clients200
DateNov 2013
Total AUM$195.4M
Discretionary$195.4M
Non-Disc.$0
Employees5
Clients200
DateOct 2013
Total AUM$195.4M
Discretionary$195.4M
Non-Disc.$0
Employees5
Clients200
DateMar 2013
Total AUM$195.4M
Discretionary$195.4M
Non-Disc.$0
Employees5
Clients200
DateOct 2012
Total AUM$168M
Discretionary$168M
Non-Disc.$0
Employees1
Clients200
DateAug 2012
Total AUM$168M
Discretionary$168M
Non-Disc.$0
Employees1
Clients200
DateJan 2012
Total AUM$168M
Discretionary$168M
Non-Disc.$0
Employees1
Clients200
DateMar 2011
Total AUM$136.7M
Discretionary$136.7M
Non-Disc.$0
Employees5
Clients--
DateDec 2010
Total AUM$136.7M
Discretionary$136.7M
Non-Disc.$0
Employees5
Clients--
DateDec 2010
Total AUM$136.7M
Discretionary$136.7M
Non-Disc.$0
Employees5
Clients--
DateMar 2009
Total AUM$99M
Discretionary$99M
Non-Disc.$0
Employees5
Clients--
DateFeb 2008
Total AUM$112.6M
Discretionary$112.6M
Non-Disc.$0
Employees5
Clients--
DateJan 2008
Total AUM$97.9M
Discretionary$97.9M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$97.9M
Discretionary$97.9M
Non-Disc.$0
Employees5
Clients--
DateFeb 2006
Total AUM$70.2M
Discretionary$70.2M
Non-Disc.$0
Employees5
Clients--
DateFeb 2005
Total AUM$58.8M
Discretionary$58.8M
Non-Disc.$0
Employees5
Clients--
DateMar 2004
Total AUM$50.4M
Discretionary$50.4M
Non-Disc.$0
Employees5
Clients--