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

Building 2HAAS FINANCIAL, INC.

Map pinSANIBEL, FL
Phone(651) 328-8070
NotebookSEC #801-129339
Total AUM
$75.2M
Employees
1
Clients
112

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1619 PERIWINKLE WAY
SUITE 102
SANIBEL
FL 33957
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
(651) 328-8070

ReceiptFinancials

Total AUM
$75.2M
Accounts
394
Discretionary
$75.2M
Accounts
394
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
96
AUM
$42.7M
HNW Individual Clients
15
AUM
$31.6M
Pension/Profit Sharing Plan Clients
1
AUM
$875.4K

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZFLMNTX

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account