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Building 2HAVENSHARE FINANCIAL, LLC

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Phone214-562-3390
NotebookSEC #801-88172
Total AUM
$670.5M
Employees
3
Clients
7

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
214-562-3390

ReceiptFinancials

Total AUM
$670.5M
Accounts
16
Discretionary
$48.7M
Accounts
2
Non-Discretionary
$621.8M
Accounts
14

ContactClients

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HNW Individual Clients
7
AUM
$670.5M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
INVESTIGATE, EVALUATE SPECIFIC INVESTMENTS
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other Fee
Other Compensation
MONTHLY OR DAILY FEES FOR SPECIAL PROJECTS

Shield checkCompliance

Disclosures

None reported

State Registrations
TX

HandshakeAffiliates

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

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