Jeremiah
Walter
Halberstadt Financial Consultants Inc
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About this Advisor
Jeremiah Walter is a financial advisor based out of Princeton, New Jersey who has 4 years of relevant experience. Walter works at Halberstadt Financial Consultants Inc. They have spent all of their employment at Halberstadt Financial Consultants Inc. Walter has a Series 65 license, qualifying them as an investment advisor representative, and is approved to operate in New Jersey. Halberstadt Financial Consultants Inc is a financial advisory firm based in Princeton, NJ. It has $130 million in total assets across its 369 customer accounts, placing it among the mid-sized firms in the country by assets under management. Of its 369 client accounts, 40% belong to high-net-worth clients who have more than $1 million in assets available to invest. The business has a set of services, including financial planning services and portfolio management for individuals and small businesses. Fees charged by financial advisors depend on the financial services offered. Fee types billed by Halberstadt Financial Consultants Inc likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Halberstadt Financial Consultants Inc Brokerage Details
$130,121,797
5
369
$352,634
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Jeremiah Walter Work History
Jeremiah has been registered as a financial advisor for 4 years.*
Halberstadt Financial Consultants, Inc
*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 Jeremiah Walter 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 Halberstadt Financial Consultants Inc
Princeton, NJ
Princeton, NJ
Princeton, NJ
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