Havenshare Financial, LLC

Havenshare Financial, LLC (CRD# 167236) is a financial advisory firm headquartered in , . They manage $171,570,816 in 6 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    172
    MILLION
  • Total Number of Accounts
    6
    ACCOUNTS
  • Average Account Value
    $28,595,136
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 - 2 of 2 top financial advisors.
1
James C. Dance
CRD#: 6189492
Dallas, TX
93
Wealthminder
score

James Dance (CRD# 6189492) is an Investment Advisor Representative working at Havenshare Financial, LLC in Dallas, TX and has over 5 years of experience in the finance industry.

2
Benjamin A. Hamid-Khani
CRD#: 5267706
Dallas, TX
93
Wealthminder
score

Benjamin Hamid-Khani (CRD# 5267706) is an Investment Advisor Representative working at Havenshare Financial, LLC in Dallas, TX and has over 5 years of experience in the finance industry.

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