Hafnia Financial, Inc.

Overview

Hafnia Financial, Inc. is an independent registered investment adviser structured as a corporation and owned by an individual. The firm serves both individual and family clients as well as some institutional relationships, charging fees as a percentage of assets under management. Its primary advisory activity is portfolio management for individuals and small businesses. Hafnia does not identify as an active ESG investor, is not a multistate adviser, and does not present itself as a capital allocator or pension consultant. Investment activity is focused on public investment vehicles rather than direct private-market allocations; the firm’s filings show a heavy reliance on mutual funds and corporate debt instruments as the core building blocks of client portfolios.

Assets & Accounts

Investments & Alternatives