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HAVEN FINANCIAL PARTNERS LLC
CRD 336748
249 CENTRAL PARK AVENUE, SUITE 300-252, VIRGINIA BEACH, VA, 23462, United States
Phone
757-219-2644
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$7.6M
Discretionary AUM
$7.6M
Team
1 total employees; 1 advisory reps
Clients
11-25
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 9 | $2.6M |
Official SEC filing: View on IAPD