Pacific Haven Financial, LLC

Overview

Pacific Haven Financial, LLC operates as a privately owned limited liability advisory firm focused on portfolio management for individual investors, families and small businesses. The firm charges fees based on a percentage of assets under management and reports an owner-type of an individual rather than a corporate or institutional ownership structure. It does not position itself as an ESG-focused manager, is not registered as a multi-state adviser, and does not identify as a pension consultant or capital allocator. Business activity is concentrated on discretionary portfolio management rather than running pooled investment vehicles or serving institutional mandates. The firm’s regulatory registration year is not provided in the available records.

Assets & Accounts

Public Holdings

Investments & Alternatives