Haas Investment Management LLC

Haas Investment Management LLC (CRD# 154886) is a financial advisory firm headquartered in Newport News, VA. They serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
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.


Financial Advisors at Haas Investment Management LLC
Showing 1 - 1 of 1 top financial advisors.
James R. Haas
CRD#: 716334
Newport News, VA 23606

James Haas (CRD# 716334) is an Investment Advisor Representative working at Haas Investment Management LLC in Newport News, VA and has over 38 years of experience in the finance industry. James Haas has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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