Hafnia Financial, Inc.

RIAState Registered

Total AUM

$49.5M

Discretionary

$49.5M

100% of AUM

Avg account

$186K

Accounts

266

Employees

Advisory reps

Firm details

Headquarters: San Diego, California
CRD number: 315096
Website: hafniafin.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM
Client types: Individuals60.43%
HNWI31.69%
Other Investment Advisers5.36%
Pension & Profit Sharing Plans2.51%
Corporations / Businesses0.02%
Services: Portfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Hafnia Financial, Inc. is an independent, privately held advisory firm organized as a corporation and owned by an individual. The firm provides fee-based portfolio management for individuals and small businesses and serves as a capital allocator that also selects external managers for client portfolios. Its client base spans individual and family investors as well as institutional clients. Compensation is primarily a percentage-of-assets model. Hafnia is state-registered in California and Louisiana and maintains an industry affiliation with an insurance company. The firm does not identify as an active ESG investor.