North Haven Financial LLC
Firm details
- Headquarters
- ,
- CRD number
- 283057
- Website
- www.northhavenfinancial.com
- Custodians
- CHARLES SCHWAB & CO., INC., ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI88.79%
- Individuals11.21%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
North Haven Financial LLC is an independent, privately owned registered investment advisor operating as a limited liability company. The firm serves individual and family clients and positions itself as a capital allocator that can select outside managers on clients’ behalf. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting services and the selection of other advisers. Compensation is charged via a percentage-of-AUM model and fixed fees. The firm does not present itself as an active ESG investor and is not registered as a multi-state adviser.
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 Funds98%
- Cash & Cash Equivalents2%
Contacts
2 of 2
Devon Rauth
Financial PlannerCRD 8104803
Michael Rauth
Founder & Financial PlannerCRD 6646859
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Bellwether Capital Management LLC
RIAFair Oaks, CA
Key Focus Wealth LLC
RIASan Ramon, CA
Saint Francis Capital
RIAWinder, GA
Lenape Investments, LLC
RIAEureka Wealth Management
RIAPercy E. Bolton Associates, Inc.
RIAPasadena, CA