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Vincent Robert Birardi

Halbert Hargrove

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About Vincent Robert Birardi

Vincent Birardi is a registered Investment Advisor Representative with Halbert Hargrove. Vincent has been in the industry since 2013 and specializes in providing investment consulting, financial planning, and educational seminars. Vincent Birardi has been registered with the state of California since 2018.

Firm Information

Vincent Birardi is currently registered with Halbert Hargrove. Halbert Hargrove is an investment advisor based in LONG BEACH, CA. The firm provides investment consulting and financial planning services to individuals, corporations, charitable organizations, and pension and profit-sharing plans. Halbert Hargrove manages approximately $3.16 billion in assets, including discretionary and non-discretionary accounts. They also offer educational seminars, publish periodicals, and select other advisors.
Halbert Hargrove

111 WEST OCEAN BOULEVARD

LONG BEACH, CA 90802-7908

$3.16B

Assets Under Management

3

Total Clients

34

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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investment consulting

Investment consulting

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Vincent Birardi’s Registration & Firm History

CA

11/12/2018 - Present

Halbert Hargrove (LONG BEACH CA)

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Licenses & Designations

IA

Issued 11/12/2018

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Vincent Robert Birardi.
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