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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Maryland
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 29, 2024
- Branch Offices
- 2
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| NILSEN, MILENA, BARBARA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| NILSEN, MILENA, BARBARA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| NILSEN, MILENA, BARBARA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| NILSEN, MILENA, BARBARA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| NILSEN, MILENA, BARBARA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| NILSEN, MILENA, BARBARA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| NILSEN, MILENA, BARBARA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| NILSEN, MILENA, BARBARA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| NILSEN, MILENA, BARBARA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| NILSEN, MILENA, BARBARA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| NILSEN, MILENA, BARBARA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| NILSEN, MILENA, BARBARA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SOTUDEH, MELISSA, GUEVARA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SOTUDEH, MELISSA, GUEVARA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SOTUDEH, MELISSA, GUEVARA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SOTUDEH, MELISSA, GUEVARA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SOTUDEH, MELISSA, GUEVARA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SOTUDEH, MELISSA, GUEVARA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SOTUDEH, MELISSA, GUEVARA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SOTUDEH, MELISSA, GUEVARA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SOTUDEH, MELISSA, GUEVARA | I | CHIEF COMPLIANCE OFFICER AND DIRECTOR OF ADVISORY SERVICES | NA | Control |
| SOTUDEH, MELISSA, GUEVARA | I | CHIEF COMPLIANCE OFFICER AND DIRECTOR OF ADVISORY SERVICES | NA | Control |
| SOTUDEH, MELISSA, GUEVARA | I | CHIEF COMPLIANCE OFFICER AND DIRECTOR OF ADVISORY SERVICES | NA | Control |
| SOTUDEH, MELISSA, GUEVARA | I | CHIEF COMPLIANCE OFFICER AND DIRECTOR OF ADVISORY SERVICES | NA | Control |
| SOTUDEH, MELISSA, GUEVARA | I | CHIEF COMPLIANCE OFFICER AND DIRECTOR OF ADVISORY SERVICES | NA | Control |
| SOTUDEH, MELISSA, GUEVARA | I | CHIEF COMPLIANCE OFFICER AND DIRECTOR OF ADVISORY SERVICES | NA | Control |
| SOTUDEH, MELISSA, GUEVARA | I | CHIEF COMPLIANCE OFFICER AND DIRECTOR OF ADVISORY SERVICES | NA | Control |
| SOTUDEH, MELISSA, GUEVARA | I | CHIEF COMPLIANCE OFFICER AND DIRECTOR OF ADVISORY SERVICES | NA | Control |
| SOTUDEH, MELISSA, GUEVARA | I | CHIEF COMPLIANCE OFFICER AND DIRECTOR OF ADVISORY SERVICES | NA | Control |
| SOTUDEH, MELISSA, GUEVARA | I | CHIEF COMPLIANCE OFFICER AND DIRECTOR OF ADVISORY SERVICES | NA | Control |
| SOTUDEH, MELISSA, GUEVARA | I | CHIEF COMPLIANCE OFFICER AND DIRECTOR OF ADVISORY SERVICES | NA | Control |
| SOTUDEH, MELISSA, GUEVARA | I | CHIEF COMPLIANCE OFFICER AND DIRECTOR OF ADVISORY SERVICES | NA | Control |
| SOTUDEH, MELISSA, GUEVARA | I | CHIEF COMPLIANCE OFFICER AND DIRECTOR OF ADVISORY SERVICES | NA | Control |
| SOTUDEH, MELISSA, GUEVARA | I | CHIEF COMPLIANCE OFFICER, MANAGING DIRECTOR | NA | Control |
| SOTUDEH, MELISSA, GUEVARA | I | CHIEF COMPLIANCE OFFICER, MANAGING DIRECTOR | NA | Control |
| SOTUDEH, MELISSA, GUEVARA | I | CHIEF COMPLIANCE OFFICER, MANAGING DIRECTOR | NA | Control |
| HALPERN, TED, STEPHEN | I | PRESIDENT, DIRECTOR & CHIEF COMPLIANCE OFFICER | E | Control |
| HALPERN, TED, STEPHEN | I | PRESIDENT, DIRECTOR & CHIEF COMPLIANCE OFFICER | E | Control |
| HALPERN, TED, STEPHEN | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| HALPERN, TED, STEPHEN | I | PRESIDENT, DIRECTOR & CHIEF COMPLIANCE OFFICER | E | Control |
| HALPERN, TED, STEPHEN | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| HALPERN, TED, STEPHEN | I | PRESIDENT, DIRECTOR & CHIEF COMPLIANCE OFFICER | E | Control |
| HALPERN, TED, STEPHEN | I | PRESIDENT, DIRECTOR & CHIEF COMPLIANCE OFFICER | E | Control |
| HALPERN, TED, STEPHEN | I | PRESIDENT & DIRECTOR | E | Control |
| HALPERN, TED, STEPHEN | I | PRESIDENT & DIRECTOR | E | Control |
| HALPERN, TED, STEPHEN | I | PRESIDENT & DIRECTOR | E | Control |
| HALPERN, TED, STEPHEN | I | PRESIDENT & DIRECTOR | E | Control |
| HALPERN, TED, STEPHEN | I | PRESIDENT & DIRECTOR | E | Control |
| HALPERN, TED, STEPHEN | I | PRESIDENT & DIRECTOR | E | Control |
| HALPERN, TED, STEPHEN | I | PRESIDENT & DIRECTOR | E | Control |
| HALPERN, TED, STEPHEN | I | PRESIDENT & DIRECTOR | E | Control |
| HALPERN, TED, STEPHEN | I | PRESIDENT & DIRECTOR | E | Control |
| HALPERN, TED, STEPHEN | I | PRESIDENT & DIRECTOR | E | Control |
| HALPERN, TED, STEPHEN | I | PRESIDENT & DIRECTOR | E | Control |
| HALPERN, TED, STEPHEN | I | PRESIDENT & DIRECTOR | E | Control |
| HALPERN, TED, STEPHEN | I | PRESIDENT & DIRECTOR | E | Control |
| HALPERN, TED, STEPHEN | I | PRESIDENT & DIRECTOR | E | Control |
| HALPERN, TED, STEPHEN | I | PRESIDENT & DIRECTOR | E | Control |
| HALPERN, TED, STEPHEN | I | PRESIDENT & DIRECTOR | E | Control |
| HALPERN, TED, STEPHEN | I | PRESIDENT & DIRECTOR | E | Control |
| HALPERN, TED, STEPHEN | I | PRESIDENT & DIRECTOR | E | Control |
| HALPERN, TED, STEPHEN | I | PRESIDENT & DIRECTOR | E | Control |
| HALPERN, TED, STEPHEN | I | PRESIDENT & DIRECTOR | E | Control |
| HALPERN, TED, STEPHEN | I | PRESIDENT & DIRECTOR | E | Control |
| HALPERN, TED, STEPHEN | I | PRESIDENT & DIRECTOR | E | Control |
| HALPERN, TED, STEPHEN | I | PRESIDENT & DIRECTOR | E | Control |
| HALPERN, TED, STEPHEN | I | PRESIDENT & DIRECTOR | E | Control |
| HALPERN, TED, STEPHEN | I | PRESIDENT & DIRECTOR | E | Control |
| HALPERN, TED, STEPHEN | I | PRESIDENT & DIRECTOR | E | Control |
| HALPERN, TED, STEPHEN | I | PRESIDENT & DIRECTOR | E | Control |
| HALPERN, TED, STEPHEN | I | PRESIDENT & DIRECTOR | E | Control |
| HALPERN, TED, STEPHEN | I | PRESIDENT & DIRECTOR | E | Control |
| HALPERN, TED, STEPHEN | I | PRESIDENT & DIRECTOR | E | Control |
| HALPERN, TED, STEPHEN | I | PRESIDENT & DIRECTOR | E | Control |
| HALPERN, TED, STEPHEN | I | PRESIDENT & DIRECTOR | E | Control |
| HALPERN, TED, STEPHEN | I | PRESIDENT & DIRECTOR | E | Control |
| HALPERN, TED, STEPHEN | I | PRESIDENT & DIRECTOR | E | Control |
| HALPERN, TED, STEPHEN | I | PRESIDENT & DIRECTOR | E | Control |
| HALPERN, TED, STEPHEN | I | PRESIDENT & DIRECTOR | E | Control |
Registrations
Federal
IA
Mar 29, 2024 REGISTERED
Notice Filings (14)
CA DC FL GA LA MD NC NH NJ NY PA SC TX VA
Address
20365 EXCHANGE STREETSUITE 200
ASHBURN, VA 20147
United States
Phone: 240.268.1000