Michelle
White
Halbert Hargrove
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About this Advisor
Michelle White is a financial advisor based in Long Beach, California with 17 years of industry experience. White is on the advisory team at Halbert Hargrove. During their career, White has held roles at Halbert, Hargrove/Russell LLC and Halbert, Hargrove & Co. White maintains Series 63 and Series 66 licenses, which qualify them as a securities broker, and is able to operate in California. Halbert Hargrove is a financial advisory business that has its headquarters in Long Beach, CA. It has offices in eight locations and a total of 47 people on staff. It handles $3 billion in assets under management across its 4,240 customer accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm serves 33 charitable organizations. Of its 4,240 accounts, 47% are held by high-net-worth individuals who have at least $1 million in assets. Halbert Hargrove performs a broad range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, publication of newsletters, educational seminars and other services. Fees for financial advice typically are based on the services provided. However, fees billed by Halbert Hargrove likely include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Halbert Hargrove Brokerage Details
$2,735,028,599
47
4,240
$645,054
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
Michelle White Work History
Michelle has been registered as a financial advisor for 17 years.*
Halbert, Hargrove/Russell LLC
Halbert, Hargrove & Co
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Michelle White to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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