Haven Wealth Group
Firm details
- Headquarters
- Houston, Texas
- CRD number
- 148099
- Registered since
- September 12, 2008
- Website
- havenwg.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Other
- Client types
- HNWI80.1%
- Individuals14.05%
- Corporations / Businesses5.49%
- Charitable Organizations0.23%
- Pension & Profit Sharing Plans0.13%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingPublication of Periodicals
Firm profile
FINTRXOverview
Haven Wealth Group is an independent registered investment adviser organized as an LLC and operating since 2008. The firm serves both individual & family clients and institutional accounts, and it generates fees on a percentage-of-AUM basis (along with other fee arrangements). Advisory services include financial planning, discretionary portfolio management for individuals and small businesses, pension consulting, and the publication of periodicals or newsletters. FINTRX flags the firm as an active ESG investor and indicates the firm also engages in other financial product sales.
Assets & Accounts
Public Holdings
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
- Exchange Traded Equities85%
- Investment Grade Corp Bonds5%
- State & Local Bonds4%
- Cash & Cash Equivalents4%
- Derivatives1%
Owners & executives
1 of 1
Paula McGee
Office Manager, Chief Compliance OfficerCRD 8158228
Contacts
3 of 8
William Calvin
Executive Vice President, PartnerCRD 5664344
Richard Wiesner
CRD 6179923
Crystal Hebert
AnalystCRD 6650545
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 28Active vs passive
$328M in ETFs
95%
$312M
<1%
$16.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $76.3M | 101,924 | 23.25% |
Location
Houston, TX
Harris
Location
Houston, TX
Headquartered in Houston, TX, anchoring the Houston-The Woodlands, TX metro in the South.
- Metro area
- Houston-The Woodlands, TX
- Region
- South
- County
- Harris
- Address
- 1111 North Loop W
- Time zone
- CT (UTC-6)
- Office locations
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