National Retirement Planning Experts

National Coverage
Local Professionals

HAVEN PRIVATE

976 Lake Baldwin Lane
Suite 201
Orlando, Florida 32814
Tel: 407-982-4550

Need a Financial Advisor?
Compare Vetted Advisors

About HAVEN PRIVATE

HAVEN PRIVATE, formally registered with the SEC as HAVEN PRIVATE. The firm was established in 07/30/2021. They have over 1 offices throughout the country.

HAVEN PRIVATE is a Orlando, Florida based Financial Planning firm with nearly $250,000,000 assets under management, offering retirement planning & investment advisory services to 600 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#141006
SEC# 801-121907
Assets Managed by Firm $250,000,000
No. of Clients 600
No. of Advisors 7

Fee Structure

  • A Percentage of AUM
  • Hourly charges

Advisory Services Provided

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business

Firm Client Information

No. of ClientsAUM
Firm Total600$250,000,000
Individuals (other than high net worth individuals)100$70,000,000
High net worth individuals75$180,000,000
Inquire with HAVEN PRIVATE

More Retirement Planning firms in Orlando, Florida:

Firm NameAssets Under ManagementTotal ClientsTotal Advisors
CITADEL ADVISORS LLC
Southeast Financial Center, 200 S. Biscayne Blvd., Suite 3300
Miami, FL, 33131
$339,079,412,155262823
RAYMOND JAMES & ASSOCIATES, INC.
880 Carillon Parkway
St. Petersburg, FL, 33716
$306,121,310,12095097811789
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
880 Carillon Parkway
Saint Petersburg, FL, 33716
$245,249,234,0839327936517
CORIENT
2 S Biscayne Blvd, Suite 3200
Miami, FL, 33131
$94,617,046,88279738825
ELLIOTT INVESTMENT MANAGEMENT L.P.
360 S. Rosemary Ave, 18th Floor
West Palm Beach, FL, 33401
$93,207,362,81836535

Explore More Retirement Advisors in Orlando, Florida