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).
Total Assets Under Management158MILLION
Total Number of Accounts2ACCOUNTS
Average Account Value$78,800,000
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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.