Halbert Hargrove, a Long Beach-based fiduciary investment management and wealth advisory firm, secured a spot on CNBC’s Top 100 Financial Advisory Firms of 2019. Rankings were based on data from thousands of advisory firms, and were established based on years in business, average account size, number of investment advisors, and other factors, according to a press release. “At Halbert Hargrove, we aim to be our clients’ guides, gurus and gladiators by providing them with top of the line advisory expertise and planning options, and we’re honored to be recognized by CNBC for our dedication to our clients,” Halbert Hargrove COO and President JC Abusaid stated.
The company also announced that it has brought on two new staffers, Client Service Manager Matthew Hartloff and Operations Analyst Sahil Jain. “Halbert Hargrove has been developing our brand and client relationships for decades, and throughout that time we have continued to grow our business and team while maintaining the same service that our clients have become accustomed to,” Abusaid said. The company, which was founded in Long Beach in 1933, now counts eight offices across the West and Southwest with a total of 44 employees.
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