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HAVENSHARE FINANCIAL, LLC
CRD 167236 · SEC 801-88172
TX, United States
Phone
214-562-3390
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$670.5M
Discretionary AUM
$48.7M
Team
3 total employees; 2 advisory reps; 7 broker-dealer reps
Clients
1-10
Fees
Hourly charges; Fixed fees; MONTHLY OR DAILY FEES FOR SPECIAL PROJECTS
Org form
Limited Liability Company
Filing date
2026-04-01
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersINVESTIGATE, EVALUATE SPECIFIC INVESTMENTS
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 7 | $670.5M |
States served
TX
Official SEC filing: View on IAPD