$98.4M Total AUM
$98.4M Disc. AUM
-- 3Y CAGR
4 Employees
138 ADV. Clients
2 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Altruist
- Clients
- Retail
- Platforms
- ZenithSignal
- Established Date
- 03-22-2024
- Office Locations
- 1
Office Locations
1619 Periwinkle WAY Suite 102 Sanibel FL
About Haas Financial, Inc.
Haas Financial, Inc. is an SEC-registered RIA providing investment advisory and related services to clients nationwide. The firm emphasizes financial and investment planning, including estate planning, charitable giving, and insurance coordination, and often serves entrepreneurs and business owners. Portfolios center on asset allocation with significant ETF and public-fund use, with Altruist as a primary custodian.
Team overview
-- AVG AGE
$98.4M AVG AUM / ADVISOR
$712.9K AVG AUM / CLIENT
2.3 yrs AVG TENURE
4 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
Unlock to see real insight on beacon vector fusion.
Open the full profile to inspect shifts in radial meridian.
Full visibility includes strategy notes for focus frontier foundation.
Request access to benchmark trends tied to bridge.
Upgrade to reveal position-level detail across radial catalyst.
Unlock to compare peer behavior around zenith value.
Unlock to compare peer behavior around timber optima.
Open the full profile to inspect shifts in fusion element.
Asset Classes
Insight Delta
Client Personas
Frontier beacon Eagle
Custodian
Crest
Investment Themes
Ridge pioneer North quantum
Investment Vehicles
Pathway momentum
Services
Radial element Oak Capital momentum Wave Foundation
Technology
Bridge atlas Radial vertex
Owner & Executives
D
DAVID ROBERT HAAS
Chief Compliance Officer, PRINCIPAL
- CRD
- #2912526
- Ownership
- 75% or more
(686) 542-3075
value.bridge@eaglecapital.com
in linkedin.com/in/prime-timber
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $98,376,907 | $190,873 |
| Non-Discretionary | $0 | -- |
| Total | $98,376,907 | $190,873 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $98,376,907
Public Funds:
40.6% Equity - Exchange:
13.1% Other:
33.7% Cash:
12.6% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,345,207,064 | 40.6% |
| Equity - Exchange | $434,044,644 | 13.1% |
| Other | $1,116,588,130 | 33.7% |
| Cash | $417,478,054 | 12.6% |
| Total | $3,313,317,892 | 100.0% |