# HALPERN FINANCIAL, INC.

HALPERN FINANCIAL, INC. of ASHBURN, VA is an SEC-registered investment adviser.

## Registration

- CRD: 108822
- Type: SEC-registered investment adviser
- SEC file number: 801-57444
- Location: 20365 EXCHANGE STREET, SUITE 200, ASHBURN, VA, 20147
- Phone: 240.268.1000
- Latest filing: 2024-03-29
- Regulatory AUM: $1.1B
- Discretionary AUM: $1.1B
- Clients: 13
- Accounts: 1,332

## Officers, owners & control persons (3)

| Name | Role | Location |
| --- | --- | --- |
| HALPERN TED STEPHEN | PRESIDENT; PRESIDENT, CHIEF COMPLIANCE OFFICER; PRESIDENT & DIRECTOR (+1 more) | — |
| NILSEN MILENA BARBARA | CHIEF COMPLIANCE OFFICER | — |
| SOTUDEH MELISSA GUEVARA | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER AND DIRECTOR OF ADVISORY SERVICES; CHIEF COMPLIANCE OFFICER, MANAGING DIRECTOR | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/108822/brochure
- Similar advisers: https://search.stillhousedata.com/firm/108822/similar
- Related entities: https://search.stillhousedata.com/firm/108822/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/108822

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.