Halbert Hargrove Russell LLC is a large advisory firm based in Long Beach. It manages $925.48 million of regulatory assets for 1,511 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Arizona, California, Colorado, and 7 other states.
Halbert Hargrove Russell provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and pension consulting services. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Halbert Hargrove Russell LLC is $925.48 million. The firm's AUM has grown by 103% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Halbert Hargrove Russell LLC for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Russell Thomas Hill has been acting as President since 1 Mar 1989. Kirsten Marie Viers joined the executive team most recently as the Cco.
The principal office where Halbert Hargrove Russell LLC performs its advisory services is located at 111 W. Ocean Blvd., Long Beach, CA 90802 The mailing address of the firm is P.O. Box 1070, Long Beach, CA 90801. An additional office of the firm is in Naperville, IL. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 562-435-5657 or by fax 562-435-0774. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.halberthargrove.com.