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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- MatrixEmber
- Established Date
- 06-22-2021
- Office Locations
- 1
Office Locations
About Hafnia Financial, Inc.
Hafnia Financial is a privately owned independent RIA in Del Mar, CA serving retail and institutional clients with a structured, research-driven approach to financial planning and portfolio management. President Jan Gleisner leads research and trading, combining conventional investments with accessible strategies inspired by Fortune 500 executive benefit planning, and implements portfolios using public funds and ETFs. Custody includes Charles Schwab & Co.
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Owner & Executives
JAN BIRK GLEISNER
Chief Executive Officer, President
- CRD
- #4593724
- Ownership
- 75% or more
Sean Gelt
Chief Compliance Officer
- CRD
- #7468557
- Ownership
- Less than 5%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $49,466,942 | -- |
| Non-Discretionary | $0 | -- |
| Total | $49,466,942 | -- |
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Separately Managed Accounts
Total SMA Asset: $49,466,942
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $974,721,342 | 18.8% |
| Cash | $580,685,055 | 11.2% |
| Equity - Exchange | $741,410,382 | 14.3% |
| Corporate - Investment Grade | $2,887,871,210 | 55.7% |
| Total | $5,184,687,989 | 100.0% |