Halpern Financial Inc
Legal Name: HALPERN FINANCIAL, INC.
Full Contact Details
Halpern Financial Inc
20365 EXCHANGE STREET, SUITE 200, ASHBURN, VA
240.268.1000
240.449.8818
Other Info
Halpern Financial Inc, also known as HALPERN FINANCIAL, INC., is a Maryland Corporation founded in the year 2000. With 10 committed employees, of which 7 are skilled advisory professionals, this financial firm provides top-notch services to an unknown number of clients. The company is registered with the U.S. Securities and Exchange Commission and has an approved status since its registration date of May 1, 2000.
Welcome to Halpern Financial — Halpern Financial, Inc.
We are award winning fee-only, independent financial advisors in Maryland, Virginia, Washington, D.C., and Florida. Our clients are high net worth individuals and families. They engage our team to reach their financial goals or manage their portfolios, and because we always use a fiduciary approach …
Direct Owners
-
MELISSA GUEVARA SOTUDEH
CHIEF COMPLIANCE OFFICER AND DIRECTOR OF ADVISORY SERVICES owns less than 5%
-
TED STEPHEN HALPERN
PRESIDENT & DIRECTOR owns 75% or more