HAVE RIA, INC.

Overview

Have Ria, Inc. is a corporation that registered with the SEC in 2023 and describes itself as serving business and institutional clients, including providing pension consulting services. Ownership is listed as a domestic entity and individual. The firm reports a diversified fee menu that includes percentage-of-AUM billing, hourly charges, fixed fees, performance-based fees and other arrangements, indicating flexibility in client engagements and mandate structures. Have Ria, Inc. does not identify itself as an active ESG investor and is not designated as a multi-state adviser. It is not classified as a capital allocator and does not report a related adviser relationship. The firm lists an industry affiliation with an accountant, which suggests a close relationship with accounting professionals for either referral or integrated service delivery.

Assets & Accounts

Investments & Alternatives