Haas Financial, Inc.
Firm details
- Headquarters
- Sanibel, Florida
- CRD number
- 329490
- Registered since
- January 16, 2024
- Website
- haas.financial
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI63.1%
- Individuals36.9%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Haas Financial, Inc. is an independent, privately owned advisory corporation that serves individuals and families. The firm operates as a capital allocator and provides fee-based advice through a mix of AUM-based and fixed-fee arrangements. Core services listed by the firm include financial planning, portfolio management for individuals and small businesses, selection of other advisers, and pension-consulting-related services. The firm has an affiliation with the insurance industry and is not identified as an active ESG investor.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds79%
- Exchange Traded Equities12%
- Other5%
- Cash & Cash Equivalents4%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Sanibel, FL
Lee
Location
Sanibel, FL
Headquartered in Sanibel, FL, anchoring the Cape Coral-Fort Myers-Naples, FL metro in the South.
- Metro area
- Cape Coral-Fort Myers-Naples, FL
- Region
- South
- County
- Lee
- Address
- 1619 Periwinkle Way
- Time zone
- ET (UTC-5)
- Office locations
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