Halbert Hargrove
Financial Services • 
Long Beach, California, United States • 51-100 Employees
Company overview
| Headquarters | 111 W. Ocean Blvd, Suite 2300, Long Beach, CA 90802, US |
| Phone number | +18004353505 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Employees | 51-100 |
| Socials |
Key Contacts at Halbert Hargrove
Patrick Kujawa
Regional Director
Taylor Sutherland
Director Of Portfolio Strategy/Senior Wealth Advisor
Craig Cross
Managing Director
Kelli Kiemle
Managing Director Of Growth And Client Experience
Timothy J. Anderson
Managing Director
David Overton
Regional Director
Shane Cummings
Director Of Technology/Cybersecurity And Wealth Advisor
Alex Roper
Administrative Director
Angela Renee
Senior Administrative Director
Michelle White
Director Of Corporate Events And Travel
Halbert Hargrove Email Formats
Halbert Hargrove uses 4 email formats. The most common is {first initial}{last name} (e.g., jdoe@halberthargrove.com), used 80.9% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@halberthargrove.com | 80.9% |
{first name}{last name} | johndoe@halberthargrove.com | 10.6% |
{first initial}{second initial} | jo@halberthargrove.com | 4.3% |
{last name}{last name} | doedoe@halberthargrove.com | 4.3% |
About Halbert Hargrove
Halbert Hargrove is a financial advisory firm that is dedicated to helping individuals and families meet their long-term financial goals. Our services include retirement planning, tax-efficient investing, and charitable giving. The client-advisor relationship at Halbert Hargrove is personal and comprehensive. Every advisor is a fiduciary, putting your interests first. Our team of experienced financial advisors has navigated financial cycles for decades. Our goals-driven process is designed to help clients preserve and build wealth, providing access to preferred investment vehicles, market expertise, and strategies developed over several decades. We have appeared on CNBC's FA 100* list for six consecutive years, reflecting our commitment to excellence. With a focus on fiduciary standards and innovation we strive to empower clients to confidently make decisions regarding their ability to maintain their standard of living, and giving, and preparing the next generation for their financial journey. Our approach is “investing to integrate your money and your life℠,” which includes proactive communication and client education to improve financial decision-making. Halbert Hargrove is a national firm with roots in Long Beach, CA, and offices in 10 locations across the U.S. including San Diego, Irvine, Boulder, Denver, Bellevue, Eugene, Scottsdale, Houston, The Woodlands, and Valencia. For financial guidance, visit: www.HalbertHargrove.com. *Last received October 2024 based on 12/31/23 data. All prior rankings were published in September or October of each ranking year and were based on 12/31 data of the previous year. CNBC enlisted data provider AccuPoint Solutions to assist with the ranking. Halbert Hargrove Global Advisors did not pay a fee to participate in the survey; however, HH did pay to license the CNBC FA 100 logo. Methodology: www.hhga.com/award-disclaimers/cnbc-current/
Halbert Hargrove revenue & valuation
| Annual revenue | $23,400,000 |
| Revenue per employee | $403,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $74,800,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 51-100
Seniority
Employees
Employees by Department
Halbert Hargrove has 29 employees across 9 departments.
Departments
Number of employees
Funding Data
Halbert Hargrove has never raised funding before.
Halbert Hargrove Tech Stack
Discover the technologies and tools that power Halbert Hargrove's digital infrastructure, from frameworks to analytics platforms.
Performance
Security
Security
Analytics
Miscellaneous
CDN
JavaScript libraries
JavaScript libraries
Advertising
Miscellaneous
Security
Advertising
Switzerland
Finland
Germany
Frequently asked questions
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