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 owned registered advisory corporation that serves individual, family and institutional clients. The firm acts as a capital allocator and charges fees based on a percentage of assets under management. Its advisory work centers on discretionary portfolio management for individuals and small businesses and on selecting third‑party advisers for clients. Hafnia is registered to operate in California and Louisiana and lists an affiliation with an insurance company. The firm does not position itself as an active ESG investor.