Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > texas > houston > HAVEN WEALTH GROUP
HAVEN WEALTH GROUP
1111 North Loop West, Ste 1110
Houston, Texas 77008-1773
Tel: 713-980-8820
About HAVEN WEALTH GROUP
HAVEN WEALTH GROUP, formally registered with the SEC as HAVEN WEALTH GROUP. The firm was established in 09/12/2008. They have over 2 offices throughout the country.
HAVEN WEALTH GROUP is a Houston, Texas based Financial Planning firm with nearly $285,569,501 assets under management, offering retirement planning & investment advisory services to 749 clients. The firm is staffed with 10 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 148099 |
| SEC# | 801-69527 |
| Assets Managed by Firm | $285,569,501 |
| No. of Clients | 749 |
| No. of Advisors | 10 |
Fee Structure
- A percentage of AUM
- Other (FLAT FEE FOR FINANCIAL PLAN)
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Publication of periodicals and newsletters
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 749 | $285,569,501 |
| Individuals (other than high net worth individuals) | 190 | $77,840,752 |
| High net worth individuals | 111 | $200,573,498 |
| Pension and profit sharing plans | 3 | $1,674,105 |
| Charitable organizations | 1 | $935,960 |
| Corporations or other businesses | 7 | $4,545,186 |
More Retirement Planning firms in Houston, Texas:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|
Explore More Retirement Advisors in Houston, Texas