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 registered investment adviser organized as a corporation and owned by an individual. The firm focuses on serving individual and family clients with fee schedules that include both percentage-of-assets and fixed-fee arrangements. Service offerings emphasize financial planning, portfolio management for individuals and small businesses, selection of third‑party advisers, and pension consulting services. The firm identifies itself as a capital allocator and has an industry affiliation with an insurance company.
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
1 of 1David Haas
Principal And Chief Compliance OfficerCRD 2912526
Wealth 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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