Overview
Assets Under Management: $286 million
Headquarters: HOUSTON, TX
High-Net-Worth Clients: 123
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 123
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 81.31
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 749
Discretionary Accounts: 749
Regulatory Filings
CRD Number: 148099
Last Filing Date: 2024-02-28 00:00:00
Website: https://havenwg.com