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

Building 2HAVEN CAPITAL GROUP

Map pinWESTLAKE VILLAGE, CA
Phone805-963-9050
NotebookSEC #801-130171
Total AUM
$143.9M
Employees
1
Clients
121

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2625 TOWNSGATE RD
STE 330
WESTLAKE VILLAGE
CA 91361-5751
United States
Operating Hours
8:30 AM - 4:30 PM
Monday - Friday
Phone
805-963-9050

ReceiptFinancials

Total AUM
$143.9M
Accounts
125
Discretionary
$143.9M
Accounts
125
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
36
AUM
$6.6M
HNW Individual Clients
82
AUM
$130.7M
Pension/Profit Sharing Plan Clients
1
AUM
$5.6M
Charitable Organization Clients
1
AUM
$1M
Corporation or Business Clients
1
AUM
$2.6K

Briefcase businessServices

View ADV Part 2 brochures →

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CANY

HandshakeAffiliates

View all affiliates →

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

Feature requires an account