1259 El Camino Real #418
Menlo Park, California 94025
Tel: (650) 204-1322
HAUN VENTURES MANAGEMENT LP, formally registered with the SEC as HAUN VENTURES MANAGEMENT LP. The firm was established in 07/24/2023. They have over 1 offices throughout the country.
HAUN VENTURES MANAGEMENT LP is a Menlo Park, California based Financial Planning firm with nearly $1,519,567,031 assets under management, offering retirement planning & investment advisory services to 4 clients. The firm is staffed with 9 experienced financial planners.
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 318409 |
| SEC# | 801-128398 |
| Assets Managed by Firm | $1,519,567,031 |
| No. of Clients | 4 |
| No. of Advisors | 9 |
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 4 | $1,519,567,031 |
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $3,315,358,763,219 | 22262 | 1384 | |
| $3,047,294,350,591 | 522 | 700 | |
| $2,615,929,249,500 | 2811 | 3194 | |
| $1,098,805,397,188 | 304509 | 857 | |
| $467,015,634,913 | 18979 | 408 |
Explore More Retirement Advisors in Menlo Park, California