Mark Peter Janci
Financial advisor at Halbert Hargrove Global Advisors, LLC · Long Beach, CA
Last updated 2026-10-10
Claim your profileMark Peter Janci is a financial advisor at Halbert Hargrove Global Advisors, LLC in Long Beach, CA, CRD 2078142. Licenses and exams on the registration: Series 63, Series 65. First registered 2002-03-11.
Registration
- CRD number
- 2078142
- Registration status
- Active
- First registered
- 2002-03-11
- Years of experience
- 24
- States registered
- TX, WA
Licenses and exams
- Series 63
- Series 65
Designations
- Certified Financial Planner
Work history
- 2005-09 to Present · Halbert, Hargrove/russell LLC · Bellevue, WA
Current employment
- Halbert Hargrove · Long Beach, CA
Halbert Hargrove Global Advisors, LLC
- Regulatory AUM
- $4,203,912,885
- Registered advisors
- 43
- Offices
- 16
- Clients per advisor
- 35.3 (Low)
- Average AUM per client
- $2.8M (Low)
- High-net-worth client ratio
- 58.2% (High)
Halbert Hargrove Global Advisors, LLC: advisors, services and reported ETF investments
Reported ETF positions
Halbert Hargrove Global reports 209 ETF positions worth $1.9B on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| IVV — iShares Core S&P 500 ETF | $369M |
| NTSX — WisdomTree U.S. Efficient Core Fund | $316.3M |
| LRGF — iShares U.S. Equity Factor ETF | $273.9M |
| WAMA — WisdomTree US Adaptive Moving Average Fund | $184.3M |
| IEMG — iShares Core MSCI Emerging Markets ETF | $183.3M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Halbert Hargrove Global's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | LRGF — iShares U.S. Equity Factor ETF | $273.9M | Top 99.9% | Peer conviction 80.3% · Active return +3.84% |
| Addressable Market | LRGF — iShares U.S. Equity Factor ETF | $273.9M | Top 99.7% | Addressable AUM $10.7T · Peer conviction 80.3% |
| Residual Alpha | JMEE — JPMorgan Small & Mid Cap Enhanced Equity ETF | $41.7K | Top 99.6% | Residual alpha +1.58% · Residual Sharpe 0.08 |
| Diversification Benefits | AMUU — Direxion Daily AMD Bull 2X ETF | $90.8K | Top 99.4% | Replicability (R²) 21.1% · Residual Sharpe 0.49 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Halbert Hargrove Global Advisors, LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Businesses or Institutional Clients
- Selection of Other Advisers
- Publication of Periodicals or Newsletters
- Educational Seminars or Workshops
- Other Advisory Service
Fee options
- Percentage of Assets Under Management
- Fixed Fees (Other Than Subscription)
Location
111 West Ocean Boulevard, Long Beach, CA 90802-7908
39 advisors at this office.
Contact
The firm's filed contact details.
Official record
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