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
Firm Details
- Organization Type
- Corporation
- State of Formation
- New Jersey
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 28, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| WALTER, DAVID | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| WALTER, DAVID | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| WALTER, DAVID | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| WALTER, DAVID | I | PRESIDENT | E | Control |
| WALTER, DAVID | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| WALTER, DAVID | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| WALTER, DAVID | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| WALTER, DAVID | I | PRESIDENT | E | Control |
| WALTER, DAVID | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| WALTER, DAVID | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| WALTER, DAVID | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| WALTER, DAVID | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| WALTER, DAVID | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| WALTER, DAVID | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| WALTER, DAVID | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| WALTER, DAVID | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| WALTER, DAVID | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| WALTER, DAVID | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| WALTER, DAVID | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| WALTER, DAVID | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| WALTER, DAVID | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| WALTER, DAVID | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| WALTER, DAVID | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| WALTER, DAVID | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| WALTER, DAVID | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| WALTER, DAVID | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Mar 28, 2025 REGISTERED
Notice Filings (4)
NC NJ PA SC
Address
50 NORTH TULANE STPRINCETON, NJ 08542
United States
Phone: 609-921-0180