HAVEN GLOBAL PARTNERS, LLC

191 Peachtree Street Ne
Suite 4100
Atlanta, Georgia 30303
Tel: 470-355-2434

About HAVEN GLOBAL PARTNERS, LLC

HAVEN GLOBAL PARTNERS, LLC, formally registered with the SEC as HAVEN GLOBAL PARTNERS, LLC. The firm was established in 03/04/2021. They have over 1 offices throughout the country.

HAVEN GLOBAL PARTNERS, LLC is a Atlanta, Georgia based Financial Planning firm with nearly $1,190,270,413 assets under management, offering retirement planning & investment advisory services to 25 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	289472
SEC#	801-120377
Assets Managed by Firm	$1,190,270,413
No. of Clients	25
No. of Advisors	4

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	25	$1,190,270,413
Charitable organizations	Fewer than 5 clients	$73,721,824

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