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Ann Damon Haas

1919 Investment Counsel, LLC

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About Ann Damon Haas

Ann Damon Haas is an Investment Advisor Representative at 1919 Investment Counsel, LLC. Ann has been in the financial services industry since 1992. Ann holds the Series 63 and Series 65 licenses and the Series 2 designation. Ann is a Registered Investment Advisor in Alabama. Ann's areas of specialization include providing non-discretionary investment advice and family office services.

Firm Information

Ann Haas is currently registered with 1919 Investment Counsel, LLC. 1919 Investment Counsel, LLC is an investment advisor registered with the SEC. Based in Baltimore, MD, the firm provides financial planning, pension consulting, and investment management services to individuals, families, corporations, institutions, and charitable organizations. They also offer certain family office services. 1919 Investment Counsel manages over $21 billion in assets.
1919 Investment Counsel, LLC

ONE SOUTH STREET

BALTIMORE, MD 21202

$21.26B

Assets Under Management

6

Total Clients

31

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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nondiscretionary investment advice and certain family office services

Nondiscretionary investment advice and certain family office services

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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fixed fees

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

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percentage of assets

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

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other

Asset-based fees for nondiscretionary model advice

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Ann Haas’s Registration & Firm History

AL

01/15/2016 - Present

1919 Investment Counsel, LLC (BIRMINGHAM AL)

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Licenses & Designations

IA

Issued 01/15/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/24/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/25/1992

Series 2 - Non-Member General Securities Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ann Damon Haas.
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