Vincent
Birardi

Halbert Hargrove

CRD#7022032
Investment Advisor
in Long Beach, CA

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About this Advisor

Vincent Birardi is a financial advisor based in Long Beach, California, working with Halbert Hargrove. Vincent has previously held positions at Halbert Hargrove Global Advisors and Pimco. Vincent has passed the Series 65 regulatory exam and is registered to provide services in California. Currently, Vincent is part of Halbert Hargrove, which operates out of Long Beach, California. The firm has 9 offices and 49 employees. The firm manages assets totaling $3.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Halbert Hargrove includes asset-based and fixed fees.

Certifications and Registrations

Series 65

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

111 W. Ocean Boulevard, 23Rd Floor
Long Beach, CA 90802

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Halbert Hargrove Brokerage Details

Total Assets Under Management

$3,162,314,796

CA Average: $7,578,581,321
Total Number of Employees

49

CA Average: 43
Total Number of Accounts

4,434

CA Average: 3,727
Average Account Size

$713,197

CA Average: $2,033,427

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

Vincent Birardi Work History

2018 - Present (6 years)

Halbert Hargrove Global Advisors

2013 - 2018 (5 years)

Pimco

Disclosures

Please visit the SEC profile of Vincent Birardi to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Halbert Hargrove

Timothy Kohler
Long Beach, CA
John Esparza
Long Beach, CA
Samantha Garcia
Long Beach, CA
Brett Gersack
Long Beach, CA
Katelyn Watts
Long Beach, CA
Cyrus Dereu
Long Beach, CA
Vincent Birardi
Long Beach, CA
Ethan Campbell
Long Beach, CA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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