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HAVE RIA, INC.
333 Westminster Street
Suite 3
Providence, Rhode Island 02903
Tel: 401-865-6900
About HAVE RIA, INC.
HAVE RIA, INC, formally registered with the SEC as HAVE RIA, INC. The firm was established in 07/14/2023. They have over 2 offices throughout the country.
HAVE RIA, INC. is a Providence, Rhode Island based Financial Planning firm with nearly $160,314,080 assets under management, offering retirement planning & investment advisory services to 1 clients. The firm is staffed with 8 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 327137 |
| SEC# | 801-128320 |
| Assets Managed by Firm | $160,314,080 |
| No. of Clients | 1 |
| No. of Advisors | 8 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Performance Based
- Other (RENOVATION OVERSIGHT, TRAVEL & CONSULTANT REIMBURSEMENT)
Advisory Services Provided
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Other (REAL ESTATE ASSET MANAGEMENT)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1 | $160,314,080 |
| Pension and profit sharing plans | Fewer than 5 clients | $160,314,080 |
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