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- Custodian
- Fidelity/NFS ยท Nationwide
- Clients
- Retail
- Platforms
- Eagle
- Established Date
- 11-06-1985
- Office Locations
- 1
Office Locations
About Haas Financial Services INC
HAAS Financial Services is a Michigan-based retail advisor providing customized portfolio management and financial planning for individuals moving from accumulation to retirement. Portfolios are actively managed and monitored daily with risk controls to help protect principal and gains. Planning includes Social Security and retirement-income analysis, with additional services such as tax and estate planning and insurance/annuities. Led by CFP and president James Henry Fydroski, who publishes monthly market insights.
Team overview
Insights
Asset Classes
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JAMES HENRY FYDROSKI
Certified Financial Planner, President
- CRD
- #2632537
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,384,000 | -- |
| Non-Discretionary | $44,000 | -- |
| Total | $4,428,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $4,428,000
| Asset class | Assets | Assets % |
|---|---|---|
| Other | $6,317,146,346 | 100.0% |
| Total | $6,317,146,346 | 100.0% |