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Halbert Hargrove CRD 105515
$4.20B regulatory AUM 2 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
111 West Ocean Boulevard 23Rd Floor, Long Beach, CA 90802-7908 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2023-05-08 |
| TX | RA | APPROVED_RES | 2006-05-08 |
| CA | RA | APPROVED | 2004-04-06 |
Branch Locations
111 West Ocean Boulevard 23Rd Floor, Long Beach, CA 90802-7908 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Halbert, Hargrove & Co. | Long Beach | CA | 05/1993 | Present |
| Halbert, Hargrove/Russell Llc | Long Beach | CA | 05/1993 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-07-30 |
| S63 | Uniform Securities Agent State Law Examination | 1993-07-29 |
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