Havenshare Financial, LLC

Havenshare Financial, LLC (CRD# 167236) is a financial advisory firm headquartered in , . They manage $647,842,051 in 15 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    648
    MILLION
  • Total Number of Accounts
    15
    ACCOUNTS
  • Average Account Value
    $43,189,470
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
The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Havenshare Financial, LLC
Showing 1 - 2 of 2 top financial advisors.
1
James Dance, financial advisor Dallas TX
James C. Dance
CRD#: 6189492
Dallas, TX

James Dance (CRD# 6189492) is an Investment Advisor Representative working at Havenshare Financial, LLC in Dallas, TX and has over 11 years of experience in the finance industry.

2
Benjamin Hamid-Khani, financial advisor Dallas TX
Benjamin A. Hamid-Khani
CRD#: 5267706
Dallas, TX

Benjamin Hamid-Khani (CRD# 5267706) is an Investment Advisor Representative working at Havenshare Financial, LLC in Dallas, TX and has over 11 years of experience in the finance industry.

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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