# HALBERSTADT FINANCIAL CONSULTANTS, INC.

HALBERSTADT FINANCIAL CONSULTANTS, INC. of PRINCETON, NJ is an SEC-registered investment adviser.

## Registration

- CRD: 109462
- Type: SEC-registered investment adviser
- SEC file number: 801-57297
- Location: 50 NORTH TULANE ST, PRINCETON, NJ, 08542-6912
- Phone: (609) 921-0180
- Latest filing: 2026-03-31
- Regulatory AUM: $185.0M
- Discretionary AUM: $122.0M
- Non-discretionary AUM: $63.0M
- Clients: 5
- Accounts: 337

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| David Walter | PRESIDENT AND CHIEF COMPLIANCE OFFICER | Menlo Park, CA |
| WALTER DAVID | PRESIDENT; PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/109462/brochure
- Similar advisers: https://search.stillhousedata.com/firm/109462/similar
- Related entities: https://search.stillhousedata.com/firm/109462/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/109462

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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.