Haas Capital Management LLC

Haas Capital Management LLC (CRD# 156707) is a financial advisory firm headquartered in Fort Collins, CO. They manage $9,800,000 in 15 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    10
    MILLION
  • Total Number of Accounts
    15
    ACCOUNTS
  • Average Account Value
    $653,333
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CO, TX

Financial Advisors at Haas Capital Management LLC
Showing 1 - 1 of 1 top financial advisors.
1
William R. Haas
CRD#: 5893951
1994 Kinnison Drive, Fort Collins, CO 80526
93
Wealthminder
score

William Haas (CRD# 5893951) is an Investment Advisor Representative working at Haas Capital Management LLC in Fort Collins, CO and has over 5 years of experience in the finance industry.

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