Overview
Assets Under Management: $320 million
Headquarters: ORLANDO, FL
High-Net-Worth Clients: 86
Average Client Assets: $4 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 86
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 87.65
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 239
Discretionary Accounts: 239
Regulatory Filings
CRD Number: 329012
Last Filing Date: 2024-05-20 00:00:00
Website: https://havenprivate.com