HAVENSHARE FINANCIAL, LLC
SEC Form ADV profile.
Total regulatory AUM
$670,479,827
Discretionary
$48,710,004
Non-discretionary
$621,769,823
Firm details
- CRD number
- 167236
- SEC file number
- 801-88172
- Employees
- 3
- SEC status
- Approved
- Fee structure
-
Hourly Fixed fees Other
As of October 2026.