PACIFIC HAVEN FINANCIAL, LLC

Overview

Pacific Haven Financial, LLC is a small, fee-based advisory firm focused on providing portfolio management to individual and family clients and small businesses. The firm runs a predominantly equity-oriented strategy, favoring exchange-traded equities and ETFs as the core building blocks of client portfolios. Investment activity centers on liquid public market exposures for the bulk of client assets, with selective use of third-party alternative managers — specifically real estate allocations — to add diversification and income. The advisory approach aligns with a percentage-of-AUM fee model and appears tailored to privately managed, discretionary relationships rather than institutional or pension consulting mandates.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices