Halbert Wealth Management Inc
Legal Name: HALBERT WEALTH MANAGEMENT, INC.
Full Contact Details
Halbert Wealth Management Inc
11719 BEE CAVE ROAD, SUITE 200, AUSTIN, TX
512-263-3800
512-263-3459
Other Info
Halbert Wealth Management, Inc. is a reputable Texas Corporation with a team of 5 employees, four of whom serve in advisory roles, working to provide financial advisory services to its 326 clients. The firm has been around since April 14, 1998, and is listed as Approved by the U.S. Securities and Exchange Commission.
Halbert Wealth Management
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Direct Owners
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DEBI BENSON HALBERT
CHIEF COMPLIANCE OFFICER owns less than 5%
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GARY DON HALBERT
PRESIDENT owns 75% or more
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HENRY JAMES ROHLFS
VICE PRESIDENT owns less than 5%
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PHILLIP RAY DENNEY
VICE PRESIDENT owns less than 5%