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Building 2HAVEN MONEY

Map pin
Phone650-690-2749
NotebookSEC #801-110795
Total AUM
$2.1M
Employees
6
Clients
223

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9:00 AM - 7:30 PM PST
Monday - Friday
Phone
650-690-2749

ReceiptFinancials

Total AUM
$2.1M
Accounts
345
Discretionary
$2.1M
Accounts
345
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
223
AUM
$2.1M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
SEE SCHEDULE D - MISCELLANEOUS

Shield checkCompliance

Disclosures

None reported

State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWV

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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