Haven Capital Group
Haven Capital Group (CRD# 149641) is a financial advisory firm headquartered in Santa Barbara, CA. They manage $60,209,973 in 134 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management60MILLION
Total Number of Accounts134ACCOUNTS
Average Account Value$449,328
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
KRISTIN WYMAN HORTON , CFA (CRD# 1987375) is an Investment Advisor Representative working at Haven Capital Group in Santa Barbara, CA and has over 27 years of experience in the finance industry.
Haven Capital Group is a private, independent investment management firm providing custom portfolio management and financial planning for high net worth individuals and families, trusts, non-profits, corporations and retirement plans. The firm's President is Kristin Wyman Horton , CFA.