HALPERN FINANCIAL, INC.

ASHBURN, Virginia·3 registered advisors·CRD# 108822
SEC# 801-574442240.268.1000
01

Firm Overview

AUM
$1.1B
Regulatory assets under management
Employees
13
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Other
Compensation
Percentage of AUM
Hourly charges
03

Specialties

Investment ManagementWealth Management
04

Advisors at HALPERN FINANCIAL, INC.

3 registered advisors
Melissa Guevara Sotudeh
ASHBURN, Virginia
Milena Barbara Nilsen
ASHBURN, Virginia
Ted Stephen Halpern
ASHBURN, Virginia
05

Office Locations

ASHBURN, Virginia
3 advisors

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Data sourced from SEC Form ADV filings. HALPERN FINANCIAL, INC. (CRD# 108822) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.