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HALBERSTADT FINANCIAL CONSULTANTS INC
Legal name: HALBERSTADT FINANCIAL CONSULTANTS, INC.
CRD 109462File 801-57297
APPROVED
Retail clients
Filing as of Mar 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$185.0M
Bottom 25% of cohort (national)
Discretionary AUM
$122.0M
Non-discretionary $63.0M
Clients
158
337 accounts
Employees
5
Bottom 25% of cohort in NJ
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- May 25, 2000
- Principal office
- 50 NORTH TULANE ST, PRINCETON, NJ, 08542-6912
- Phone
- (609) 921-0180
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $185.0M
- Discretionary AUM
- $122.0M
- Non-discretionary AUM
- $63.0M
- Discretionary accounts
- 160
- Non-discretionary accounts
- 177
- Total accounts
- 337
- AUM per client
- $1.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 68 | $158.0M |
| Pension and profit sharing plans | Fewer than 5 | $6.0M |
| Individuals (other than high net worth individuals) | 89 | $21.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.