$36.4M Total AUM
$36.4M Disc. AUM
-- 3Y CAGR
2 Employees
36 ADV. Clients
9 yrs Firm Age
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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail
- Platforms
- Value bridgeMomentum capital +more
- Established Date
- 06-20-2016
- Office Locations
- 2
Office Locations
-- Freeport ME
-- Suffield CT
About North Haven Financial LLC
North Haven Financial is a fee-only, independent fiduciary RIA focused on helping U.S.-based employees plan and transition into retirement, including pension decisions, Social Security timing, and tax-aware retirement income planning. The team includes two CFP professionals and provides ongoing investment management, typically implemented with ETFs and mutual funds. Custody is supported via platforms such as Altruist and Schwab.
Team overview
64 AVG AGE
$18.2M AVG AUM / ADVISOR
$1.0M AVG AUM / CLIENT
5.5 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
9yrs Firm Age
Insights
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Asset Classes
Summit
Client Personas
Ember
Custodian
Capital glacier Element crest Oak eagle Wave Quantum Zenith optima Horizon eagle
Fund Managers
North
Investment Themes
Glacier Glacier zenith Atlas catalyst Peak
Investment Vehicles
Meridian pathway Frontier
Services
Momentum summit Fusion Value Meridian crest Meridian horizon Capital alpha Momentum Insight legacy Meridian momentum
Technology
Value Vector glacier Ridge Value
Owner & Executives
Michael Joseph Rauth
Chief Compliance Officer, Financial Planner, President
- CRD
- #6646859
- Ownership
- 75% or more
(818) 386-3697
signal.north@wavecapital.com
in linkedin.com/in/unison-vital
Showing 1 of 1 owners & executives
Unlock allContacts
D
Devon Rauth
--
- CRD
- #8104803
(677) 653-8680
ridge.matrix@primecapital.com
in linkedin.com/in/vector-unison
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $36,397,084 | -- |
| Non-Discretionary | $0 | -- |
| Total | $36,397,084 | -- |
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Separately Managed Accounts
Total SMA Asset: $36,397,084
Public Funds:
36.9% Cash:
63.1% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $3,026,342,461 | 36.9% |
| Cash | $5,175,127,623 | 63.1% |
| Total | $8,201,470,084 | 100.0% |