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Building 2KHAVEEN INVESTMENTS

Map pinKUALA LUMPUR, WILAYAH PERSEKETUAN
Phone60321819701
NotebookSEC #801-131741
Total AUM
$8.7M
Employees
3
Clients
15

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

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HotelBusiness

Principal Address
1-23-5 BERJAYA CENTRAL PARK
JALAN AMPANG
KUALA LUMPUR, WILAYAH PERSEKETUAN
50450
Malaysia
Operating Hours
9:00AM TO 5:00PM
Monday - Friday
Phone
60321819701

ReceiptFinancials

Total AUM
$8.7M
Accounts
15
Discretionary
$3.9M
Accounts
12
Non-Discretionary
$4.8M
Accounts
3

ContactClients

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HNW Individual Clients
14
AUM
$8.6M
Corporation or Business Clients
1
AUM
$140K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio ManagementSecurities Ratings
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Performance-Based

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Disclosures

None reported

State Registrations

None reported

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

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