The HALBERT HARGROVE GLOBAL ADVISORS, LLC is a privately held investment adviser that advises $4.2Bn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. HALBERT HARGROVE GLOBAL ADVISORS, LLC is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 52.18% over the last 5-years.
The Group has been registered with the SEC for 37.82 years and is comprised of 1 filing and 0 relying advisers. They operate out of 12 office locations with their Headquarters at 111 WEST OCEAN BOULEVARD 23RD FLOOR, LONG BEACH, CALIFORNIA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 52 employees comprised of 36 investment and 16 non-investment staff. The total number of Employees increased by 20.93% over the last 5-years.
Their $4.2Bn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 61 other accounts. Assets of High Net Worth Individuals clients own $3.41Bn or 81.1% of Total Assets and Pension and Profit Sharing Plans-Private own $322.47mn or 7.67% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 5 types of clients, top clients are High Net Worth Individuals and Pension and Profit Sharing Plans-Private.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses advisory fees, fixed fees and management fees.
HALBERT HARGROVE GLOBAL ADVISORS, LLC names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.