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Haskell Financial Services, LLC

Headquartered in IRVINE, CA

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Firm Information

Haskell Financial Services, LLC is an investment advisor firm with 1 Investment Adviser Representative and 1 advisory function. They manage approximately $7,761,647 in assets for 18 clients, primarily high net worth individuals and individuals other than high net worth. The firm offers financial planning and portfolio management services for individuals.

Haskell Financial Services, LLC

$7.76M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Negotiated

Branch Locations (1)

HASKELL FINANCIAL SERVICES, LLC has a total of 1 branch locations across the country.
location

IRVINE, CA

Advisors at Haskell Financial Services, LLC

View All 1 Advisors
Unclaimed
Matthew S Haskell

CFP®, RA

IRVINE, CA

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Disclosures

There are no public disclosures for Haskell Financial Services, LLC.

Frequently Asked Questions (6)

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