North Haven Financial LLC
Firm details
- Headquarters
- ,
- CRD number
- 283057
- Website
- www.northhavenfinancial.com
- Custodians
- CHARLES SCHWAB & CO., INC., ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI88.79%
- Individuals11.21%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
North Haven Financial LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves primarily individual and family clients and bills for services through a mix of AUM-based fees and fixed fees. It identifies itself as a capital allocator and lists core advisory services that include financial planning, portfolio management for individuals and small businesses, pension consulting services, and the selection of other advisers. The firm does not report active ESG investing and is not flagged as a multi-state adviser in the snapshot data.
Assets & Accounts
Investments & Alternatives
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
- Public Funds/Mutual Funds98%
- Cash & Cash Equivalents2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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