1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2HAVEN PRIVATE

Map pinORLANDO, FL
Phone321-329-8674
NotebookSEC #801-129272
Total AUM
$428.1M
Employees
6
Clients
186

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
976 LAKE BALDWIN LANE
SUITE 201
ORLANDO
FL 32814
United States
Operating Hours
9AM - 5PM
Monday - Friday
Phone
321-329-8674

ReceiptFinancials

Total AUM
$428.1M
Accounts
684
Discretionary
$428.1M
Accounts
684
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
89
AUM
$23.7M
HNW Individual Clients
90
AUM
$381.8M
Corporation or Business Clients
7
AUM
$22.5M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOFLLANCNYOHTX

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account