Halbert Hargrove Announces Milestone $4.2B Assets Under Management

In this episode of Global Economic Press, Alex Brady discusses a significant milestone achieved by Halbert Hargrove, a fiduciary investment management and wealth advisory firm. The firm has announced reaching $4.2 billion in assets under management as of December 31, 2025, marking a pivotal point in their organic growth strategy. Chief Executive Officer and President JC Abusaid expressed pride in the team's dedication to clients, attributing this success to their unwavering commitment. The episode also highlights Halbert Hargrove's strategic expansions, including the relocation of their San Diego office to downtown Carlsbad, California, which underscores their commitment to providing personalized services to clients in Southern California and beyond. Furthermore, Alex explores Halbert Hargrove's new strategic partnership with bQuest, a platform that connects clients to a network of trusted aging care professionals. This collaboration aims to enhance the firm's resources, offering clients access to senior placement experts, in-home caregivers, and grief counselors through a user-friendly digital interface. Chief Operating Officer Cecilia Williams emphasized the importance of this partnership in expanding client offerings and delivering long-term care. For more information about Halbert Hargrove and their services, visit their website at Halbert Hargrove.