Havenshare Financial, LLC

Havenshare Financial, LLC (CRD# 167236) is a financial advisory firm headquartered in Dallas, TX. They manage $157,600,000 in 2 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    158
    MILLION
  • Total Number of Accounts
    2
    ACCOUNTS
  • Average Account Value
    $78,800,000
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
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.

TX

Financial Advisors at Havenshare Financial, LLC
Showing 1 - 1 of 1 top financial advisors.
1
James C. Dance
CRD#: 6189492
5925 Forest Lane, Suite 412, Dallas, TX 75230
90
Wealthminder
score

James Dance (CRD# 6189492) is an Investment Advisor Representative working at Havenshare Financial, LLC in Dallas, TX and has over 3 years of experience in the finance industry.

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