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HAFNIA FINANCIAL, INC.
CRD 315096
12544 HIGH BLUFF DRIVE, SUITE 200, SAN DIEGO, CA, 92130, United States
Phone
858-750-6206
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$49.5M
Discretionary AUM
$49.5M
Team
2 total employees; 2 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-02-06
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 128 | $29.9M |
| High net worth individuals | 5 | $15.7M |
| Pension/profit sharing plans | 3 | $1.2M |
| Other investment advisers | 4 | $2.6M |
| Corporations/business entities | 1 | $11K |
All web addresses on file
Official SEC filing: View on IAPD