Blue Haven Capital, LLC
Blue Haven Capital, LLC (CRD# 141738) is a financial advisory firm headquartered in Geneva, IL. They manage $38,932,000 in 150 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management39MILLION
Total Number of Accounts150ACCOUNTS
Average Account Value$259,547
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Donald Cummings is a graduate of the University of WIsconsin-Madison and has more than 32 years of experience in the financial industry. He is the founder of Blue Haven Capital, a full-fiduciary investment management firm offering low cost, fee-only investment management to individuals and small institutions.
Donald worked in the institutional bond business for 15 years before opening Blue Haven Capital and focuses on managing conservative, balanced accounts for those approaching or in retirement.
He is frequently quoted in both the local and national press regarding bonds, interest rates, and the economy and has been interviewed by Wall Street Journal, BankRate.com, Fox Business, and Yahoo!Finance.
Kevin Kleinman (CRD# 6895179) is an Investment Advisor Representative working at Blue Haven Capital, LLC in Geneva, IL and has 1 year of experience in the finance industry.