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Building 2HAVEN WEALTH GROUP

Map pinHOUSTON, TX
Phone713-980-8820
NotebookSEC #801-69527
Total AUM
$514.8M
Employees
11
Clients
348

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1111 NORTH LOOP WEST, STE 1110
HOUSTON
TX 77008-1773
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
713-980-8820
Other Offices
1

ReceiptFinancials

Total AUM
$514.8M
Accounts
819
Discretionary
$492.5M
Accounts
807
Non-Discretionary
$22.3M
Accounts
12

ContactClients

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Individual Clients
193
AUM
$72.3M
HNW Individual Clients
139
AUM
$412.3M
Pension/Profit Sharing Plan Clients
4
AUM
$685K
Charitable Organization Clients
1
AUM
$1.2M
Corporation or Business Clients
11
AUM
$28.3M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension ConsultingPublications
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
FLAT FEE FOR FINANCIAL PLAN

Shield checkCompliance

Disclosures

None reported

State Registrations
GATX

HandshakeAffiliates

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

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