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Building 2HAVEN CAPITAL GROUP

Map pinSANTA BARBARA, CA
Phone805-963-9050
NotebookSEC #801-70337
Total AUM
$34M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
735 STATE STREET, SUITE 622
SANTA BARBARA
CA 93101
United States
Operating Hours
8:30 AM - 4:30 PM
Monday - Friday
Phone
805-963-9050

ReceiptFinancials

Total AUM
$34M
Accounts
83
Discretionary
$34M
Accounts
83
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CANY

HandshakeAffiliates

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

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