HALBERSTADT FINANCIAL CONSULTANTS, INC.
Legal name: HALBERSTADT FINANCIAL CONSULTANTS INC
CRD #109462 SEC #801-57297 PRINCETON, NJ 609-921-0180
SEC Registered
Total AUM
$150M
Discretionary
$91M
Employees
5
Clients
10
Accounts
347
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $150M | $91M | $59M | 5 | 1 |
| Mar 2024 | $136M | $83M | $53M | 5 | 1 |
| Mar 2023 | $130.1M | $72M | $58.1M | 5 | 1 |
| Nov 2022 | $135.5M | $64.1M | $71.4M | 5 | 1 |
| May 2022 | $135.5M | $64.1M | $71.4M | 5 | 1 |
| Mar 2022 | $135.5M | $64.1M | $71.4M | 5 | 1 |
| Mar 2021 | $127.6M | $54.5M | $73.1M | 5 | 3 |
| Jun 2020 | $104.8M | $50.2M | $54.6M | 5 | 3 |
| May 2020 | $104.8M | $50.2M | $54.6M | 5 | 3 |
| Mar 2019 | $107.2M | $50.7M | $56.5M | 5 | 3 |
| Mar 2018 | $108.3M | $42.6M | $65.7M | 5 | 3 |
| Mar 2017 | $98M | $34M | $64M | 4 | 100 |
| Mar 2016 | $93.9M | $31.4M | $62.6M | 4 | 100 |
| Dec 2015 | $108.8M | $31M | $77.8M | 4 | 100 |
| Mar 2015 | $108.8M | $31M | $77.8M | 4 | 100 |
| Mar 2014 | $106.1M | $15.5M | $90.5M | 4 | 100 |
| Mar 2013 | $99.8M | $13.1M | $86.7M | 4 | 100 |
| Mar 2012 | $91.2M | $12.3M | $78.9M | 1 | 143 |
| Mar 2011 | $84M | $8M | $76M | 5 | -- |
| Apr 2009 | $66M | $1.6M | $64.4M | 5 | -- |
| Dec 2007 | $81.9M | $0 | $81.9M | 5 | -- |
| Apr 2007 | $81.9M | $0 | $81.9M | 5 | -- |
| Apr 2007 | $81.9M | $0 | $81.9M | 5 | -- |
| Mar 2007 | $81.9M | $0 | $81.9M | 5 | -- |
| Apr 2004 | $52.4M | $2M | $50.4M | 5 | -- |
| Apr 2002 | $40.5M | $2.4M | $38.2M | 5 | -- |
DateMar 2025
Total AUM$150M
Discretionary$91M
Non-Disc.$59M
Employees5
Clients1
DateMar 2024
Total AUM$136M
Discretionary$83M
Non-Disc.$53M
Employees5
Clients1
DateMar 2023
Total AUM$130.1M
Discretionary$72M
Non-Disc.$58.1M
Employees5
Clients1
DateNov 2022
Total AUM$135.5M
Discretionary$64.1M
Non-Disc.$71.4M
Employees5
Clients1
DateMay 2022
Total AUM$135.5M
Discretionary$64.1M
Non-Disc.$71.4M
Employees5
Clients1
DateMar 2022
Total AUM$135.5M
Discretionary$64.1M
Non-Disc.$71.4M
Employees5
Clients1
DateMar 2021
Total AUM$127.6M
Discretionary$54.5M
Non-Disc.$73.1M
Employees5
Clients3
DateJun 2020
Total AUM$104.8M
Discretionary$50.2M
Non-Disc.$54.6M
Employees5
Clients3
DateMay 2020
Total AUM$104.8M
Discretionary$50.2M
Non-Disc.$54.6M
Employees5
Clients3
DateMar 2019
Total AUM$107.2M
Discretionary$50.7M
Non-Disc.$56.5M
Employees5
Clients3
DateMar 2018
Total AUM$108.3M
Discretionary$42.6M
Non-Disc.$65.7M
Employees5
Clients3
DateMar 2017
Total AUM$98M
Discretionary$34M
Non-Disc.$64M
Employees4
Clients100
DateMar 2016
Total AUM$93.9M
Discretionary$31.4M
Non-Disc.$62.6M
Employees4
Clients100
DateDec 2015
Total AUM$108.8M
Discretionary$31M
Non-Disc.$77.8M
Employees4
Clients100
DateMar 2015
Total AUM$108.8M
Discretionary$31M
Non-Disc.$77.8M
Employees4
Clients100
DateMar 2014
Total AUM$106.1M
Discretionary$15.5M
Non-Disc.$90.5M
Employees4
Clients100
DateMar 2013
Total AUM$99.8M
Discretionary$13.1M
Non-Disc.$86.7M
Employees4
Clients100
DateMar 2012
Total AUM$91.2M
Discretionary$12.3M
Non-Disc.$78.9M
Employees1
Clients143
DateMar 2011
Total AUM$84M
Discretionary$8M
Non-Disc.$76M
Employees5
Clients--
DateApr 2009
Total AUM$66M
Discretionary$1.6M
Non-Disc.$64.4M
Employees5
Clients--
DateDec 2007
Total AUM$81.9M
Discretionary$0
Non-Disc.$81.9M
Employees5
Clients--
DateApr 2007
Total AUM$81.9M
Discretionary$0
Non-Disc.$81.9M
Employees5
Clients--
DateApr 2007
Total AUM$81.9M
Discretionary$0
Non-Disc.$81.9M
Employees5
Clients--
DateMar 2007
Total AUM$81.9M
Discretionary$0
Non-Disc.$81.9M
Employees5
Clients--
DateApr 2004
Total AUM$52.4M
Discretionary$2M
Non-Disc.$50.4M
Employees5
Clients--
DateApr 2002
Total AUM$40.5M
Discretionary$2.4M
Non-Disc.$38.2M
Employees5
Clients--