H
$670.5M Total AUM
$48.7M Disc. AUM
-- 3Y CAGR
3 Employees
14 ADV. Clients
13 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-19-2013
- Office Locations
- 1
Office Locations
-- Dallas TX
About Havenshare Financial, LLC
Havenshare Financial, LLC is a Dallas-based RIA. The firm has been operating for 13 years. Managing $670.5M in total assets under management, with 2 advisory representatives.
Team overview
38 AVG AGE
$335.2M AVG AUM / ADVISOR
$47.9M AVG AUM / CLIENT
11.1 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
13yrs Firm Age
Insights
Available
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
J
JAMES CHRISTOPHER DANCE
Chief Compliance Officer, Investment Consultant, Managing Member
- CRD
- #6189492
- Ownership
- 50% but less than 75%
Available
Available
Available
B
BENJAMIN Arya HAMID-KHANI
Partner
- CRD
- #5267706
- Ownership
- 25% but less than 50%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $48,710,004 | $24,355,002 |
| Non-Discretionary | $621,769,823 | $44,412,130 |
| Total | $670,479,827 | $41,904,989 |
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Separately Managed Accounts
Total SMA Asset: Available
Private Funds:
Available Cash:
Available Other:
Available Equity - Exchange:
Available U.S. Government/Agency:
Available Equity - OTC:
Available Municipal Bonds:
Available Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Equity - OTC | Available | Available |
| Municipal Bonds | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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