Haas Financial Services Inc
Firm details
- Headquarters
- ,
- CRD number
- 122450
- Website
- www.haasfsi.com
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Commissions
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Haas Financial Services Inc. operates as an independent registered investment advisor, focusing primarily on serving individual and family clients. The firm offers a range of advisory services, including financial planning and portfolio management tailored for individuals and small businesses. It also functions as an insurance broker, integrating insurance solutions into its financial planning services. The firm does not engage in ESG investing and is not classified as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Other100%
Contacts
1 of 1
James Fydroski
Registered Investment AdvisorCRD 2632537
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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