E
CRD: 328012
Edward Haro Financial, LLC
Tustin, CA, 92780
7147604276
$16.7M Total AUM
$16.4M Disc. AUM
-- 3Y CAGR
2 Employees
144 ADV. Clients
2 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 09-25-2023
- Office Locations
- 1
Office Locations
18031 Irvine Blvd., Suite 111 Tustin CA
About Edward Haro Financial, LLC
Edward Haro Financial, LLC is a Tustin-based RIA. The firm has been operating for 2 years. Managing $16.7M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Business Succession, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$8.3M AVG AUM / ADVISOR
$115.7K AVG AUM / CLIENT
2 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
Ridge zenith Atlas
Investment Themes
Legacy Legacy Radial matrix
Investment Vehicles
Optima
Services
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Owner & Executives
EDWARD DANIEL HARO
Chief Compliance Officer, President
- CRD
- #2834761
- Ownership
- 75% or more
(441) 879-9161
element.element@matrixcapital.com
in linkedin.com/in/vector-value
Showing 1 of 1 owners & executives
Unlock allContacts
C
Christopher Mathew Wescott
--
- CRD
- #7705547
(932) 564-9572
timber.fusion@frontiercapital.com
in linkedin.com/in/vector-pioneer
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $16,369,987 | -- |
| Non-Discretionary | $287,783 | -- |
| Total | $16,657,770 | -- |
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Separately Managed Accounts
Total SMA Asset: $16,657,770
Equity - Exchange:
10.5% Public Funds:
39.6% Cash:
49.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $303,217,109 | 10.5% |
| Public Funds | $1,143,561,669 | 39.6% |
| Cash | $1,441,003,214 | 49.9% |
| Total | $2,887,781,992 | 100.0% |