Halberstadt Financial Consultants Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Princeton, NJ. Its latest Form ADV filing, dated March 31, 2026, reports $185M in regulatory assets under management, 5 employees, and 337 accounts.
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 56.3% of total clients.
Top client categories% of clientsClients
1
Individuals
56.3%
89
2
HNWI
43.0%
68
3
Pension Plans
0.6%
1
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$185Mas of March 31, 2026
Discretionary65.9%
$122M
66% of total RAUM65.9%
Non-discretionary34.1%
$63M
34% of total RAUM34.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$185M
Total Accounts337
10Y AUM Change+$87M (+88.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee32:1
10Y Employee Change+1 (+25.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.