Haven Capital Group

Haven Capital Group (CRD# 149641) is a financial advisory firm headquartered in Westlake Village, CA. They manage $118,900,260 in 132 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
2625 Townsgate Rd, Ste 330, Westlake Village, CA 91361
https://www.havencapitalgroup.com
By the Numbers
  • Total Assets Under Management
    119
    MILLION
  • Total Number of Accounts
    132
    ACCOUNTS
  • Average Account Value
    $900,760
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, NY

Financial Advisors at Haven Capital Group
Showing 1 - 1 of 1 top financial advisors.
1
KRISTIN WYMAN HORTON, financial advisor Westlake Village CA
KRISTIN WYMAN HORTON
CRD#: 1987375
2625 Townsgate Rd, Ste 330, Westlake Village, CA 91361

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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