Overview
Assets Under Management: $286 million
Headquarters: HOUSTON, TX
High-Net-Worth Clients: 123
Average Client Assets: $3 million
Frequently Asked Questions
HAVEN WEALTH GROUP LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #148099), HAVEN WEALTH GROUP LLC is subject to fiduciary duty under federal law.
HAVEN WEALTH GROUP LLC is headquartered in HOUSTON, TX.
HAVEN WEALTH GROUP LLC serves 123 high-net-worth clients according to their SEC filing dated February 28, 2024. View client details ↓
According to their SEC Form ADV, HAVEN WEALTH GROUP LLC offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
HAVEN WEALTH GROUP LLC manages $286 million in client assets according to their SEC filing dated February 28, 2024.
According to their SEC Form ADV, HAVEN WEALTH GROUP LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
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