Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > florida > orlando > HAVEN PRIVATE
HAVEN PRIVATE
976 Lake Baldwin Lane
Suite 201
Orlando, Florida 32814
Tel: 407-982-4550
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 Status | Approved |
| 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 Clients | AUM | |
|---|---|---|
| Firm Total | 600 | $250,000,000 |
| Individuals (other than high net worth individuals) | 100 | $70,000,000 |
| High net worth individuals | 75 | $180,000,000 |
More Retirement Planning firms in Orlando, Florida:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $339,079,412,155 | 26 | 2823 | |
| $306,121,310,120 | 950978 | 11789 | |
| $245,249,234,083 | 932793 | 6517 | |
| $94,617,046,882 | 79738 | 825 | |
| $93,207,362,818 | 36 | 535 |
Explore More Retirement Advisors in Orlando, Florida