Halbert Hargrove Russell LLC (Long Beach)

Name: Halbert Hargrove Russell LLC
Address: 111 W. Ocean Blvd., Long Beach, CA, 90802
Telephone: 562-435-5657

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.

Halbert Hargrove Russell: assets under management

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 firm manages $908.22 million in discretionary accounts and $17.26 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $636.46 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $205.47 thousand.

Fees & Commissions

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. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Halbert Hargrove Russell LLC

Russell Thomas Hill has been acting as President since 1 Mar 1989. Kirsten Marie Viers joined the executive team most recently as the Cco.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Russell Thomas Hill	President	1 Mar 1989	75% - 100%	245988
John Carlos Abusaid	Chief operating officer	1 Sep 1996	Other	3084990
Hargrove/Russell Halbert	Managing member	1 Dec 1998	75% - 100%	33-0301336
Craig Travis Cross	Vice president	1 Dec 1998	Other	872117
Kirsten Marie Willadsen	Compliance officer	1 Jan 2001	Other	4257750
John Carlos Abusaid	Coo	1 Apr 2004	Other	3084990
Kirsten Marie Viers	Cco	1 Aug 2004	Other	4257750

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Russell Thomas Hill	President	1 Jun 1988	75% - 100%	245988

Based in Long Beach

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.