Haven Private
Haven Private (CRD# 141006) is a financial advisory firm headquartered in Orlando, FL. They manage $250,000,000 in 600 accounts and serve the financial needs of clients across 4 states (or territories).
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Total Assets Under Management250MILLION
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Total Number of Accounts600ACCOUNTS
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Average Account Value$416,667
- 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
FL, LA, OH, TX
Marc Angle (CRD# 5713710) is an Investment Advisor Representative working at Haven Private in Orlando, FL and has over 14 years of experience in the finance industry.
Paul Hershiser (CRD# 2311230) is an Investment Advisor Representative working at Haven Private in Orlando, FL and has over 31 years of experience in the finance industry.
Peter Mataras (CRD# 4224066) is an Investment Advisor Representative working at Haven Private in Orlando, FL and has over 20 years of experience in the finance industry.
Syed Rizvi (CRD# 4790942) is an Investment Advisor Representative working at Haven Private in Orlando, FL and has over 18 years of experience in the finance industry.
Stacey Cole (CRD# 7223460) is an Investment Advisor Representative working at Haven Private in Orlando, FL and has over 3 years of experience in the finance industry.
Johnny Gibson (CRD# 4054687) is an Investment Advisor Representative working at Haven Private in Orlando, FL and has over 3 years of experience in the finance industry.