THREE HAVEN ADVISORS, LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
AUSTIN, Texas
CRD number
318419

Firm profile

FINTRX

Overview

Three Haven Advisors, LLC operates as a limited liability company focused on investment activities and manager allocations. While the firm does not classify itself under a specific category, it engages in various advisory activities and serves as a sponsor, general partner, and managing member of pooled investment vehicles. The firm is not an active ESG investor and does not operate as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 3
  • Rocco Addante

    ManagerCRD 7488100

  • Jason Long

    ManagerCRD 7488098

  • JOSEPH MICHAEL

    ManagerCRD 5731277

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

AUSTIN, TX

TRAVIS

Location

AUSTIN, TX

Headquartered in AUSTIN, TX, in the South of the United States.

Region
South
County
TRAVIS
Address
5007 Timberline Dr
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth