CRD: 144702
Haag Financial Consulting
Chicago, IL, 60657
7734777835
$10.0M Total AUM
$0 Disc. AUM
-- 3Y CAGR
0 Employees
11 ADV. Clients
18 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- --
- Platforms
- --
- Established Date
- 01-02-2008
- Office Locations
- 1
Office Locations
446 West Aldine, Suite 3W Chicago IL
About Haag Financial Consulting
Haag Financial Consulting is a Chicago-based RIA. The firm has been operating for 18 years. Managing $10.0M in total assets under management, They custody assets with Charles Schwab & Company. Services offered include Financial Planning, Insurance, Life Insurance.
Team overview
71 AVG AGE
-- AVG AUM / ADVISOR
$909.1K AVG AUM / CLIENT
18.5 yrs AVG TENURE
0 Employees
0 Advisory Reps
1 RIA Reps
18yrs Firm Age
Insights
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Asset Classes
Oak
Investment Themes
Ridge optima
Services
Timber eagle Element catalyst Legacy unison
Owner & Executives
No owner records available.
Showing 0 of 0 owners & executives
Unlock allContacts
PETER GUSTAV HAAG
Owner
- CRD
- #1700768
(528) 808-8444
north.insight@vitalcapital.com
in linkedin.com/in/alpha-oak
Showing 1 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $10,000,000 | -- |
| Total | $10,000,000 | -- |
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