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VON HAEFEN FINANCIAL MANAGEMENT
VON HAEFEN, TROY ALLEN
CRD 130564
Advisory firmSole prop
Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.
United States
Registration
— (—)
Source
State registered
Total AUM
—
Discretionary AUM
—
Team
2 total employees; 2 advisory reps; 84 broker-dealer reps
Clients
51-100
Fees
Hourly charges; Fixed fees
Org form
Sole Proprietorship
Filing date
2026-03-13
Disciplinary history
No
Services
Financial planningTAX PREPARATION
All web addresses on file
Official SEC filing: View on IAPD