CRD: 298177
Haddonfield Financial Planning LLC
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-27-2018
- Office Locations
- 1
Office Locations
About Haddonfield Financial Planning LLC
Haddonfield Financial Planning is a New Jersey RIA providing straightforward financial planning and investment management, building disciplined, long-term portfolios with an emphasis on asset allocation and risk management using public funds such as ETFs and index funds. Led by Adam V. Puff (Accredited Investment Fiduciary), the firm highlights continuity for retirement-minded clients and commits 5% of profits annually to local Haddonfield-area charities.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
ADAM VAN VOORHIS PUFF
Advisor, President
- CRD
- #4844984
- Ownership
- 75% or more
RACHEL CATHERINE ALLISON
Chief Compliance Officer
- CRD
- #7920297
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
Unlock allContacts
Darin Reid Brockman
--
- CRD
- #8150927
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $124,696,513 | $593,793 |
| Non-Discretionary | $10,130,079 | $5,065,040 |
| Total | $134,826,592 | $635,974 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing