linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Havenshare Financial, LLC

Headquartered in DALLAS, TX

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information.

Firm Information

Havenshare Financial, LLC is an investment advisor with 2 investment advisor representatives. The firm manages approximately $647,842,051 in regulatory assets under management, primarily for high-net-worth individuals. Havenshare Financial, LLC provides financial planning, portfolio management for individuals, and selection of other advisors. The firm does not engage in market timing services, publication of periodicals, or portfolio management for businesses, investment companies, or pooled investment vehicles.

Havenshare Financial, LLC

$647.84M

Assets Under Management

Not reported

Total Clients

2

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.

check

financial planning services

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

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

investigate, evaluate specific investments

Investigate, evaluate specific investments

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

other

Monthly or daily fees for special projects

Branch Locations (1)

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

DALLAS, TX

Advisors at Havenshare Financial, LLC

View All 2 Advisors
Unclaimed
Benjamin Arya Hamid-khani

RA

Dallas, TX

View Profile
Unclaimed
James Christopher Dance

RA

DALLAS, TX

View Profile

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.
Not sure if Havenshare Financial, LLC is right for you?

Disclosures

There are no public disclosures for Havenshare Financial, LLC.

Frequently Asked Questions (6)

Not sure if Havenshare Financial, LLC is right for you?