P
CRD: 173457
Pacific Haven Financial, LLC
Torrance, CA, 90501
3102126699
$45.0M Total AUM
$45.0M Disc. AUM
-- 3Y CAGR
1 Employees
185 ADV. Clients
11 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท LPL Financial
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-23-2015
- Office Locations
- 1
Office Locations
370 Amapola Avenue Suite 209 Torrance CA
About Pacific Haven Financial, LLC
Pacific Haven Financial, LLC is a Torrance-based RIA. The firm has been operating for 11 years. Managing $45.0M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and LPL Financial. Services offered include Asset Management, Business Succession, Financial Planning.
Team overview
-- AVG AGE
$45.0M AVG AUM / ADVISOR
$243.4K AVG AUM / CLIENT
11.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
11yrs Firm Age
Insights
Premium access reveals conviction themes in fusion beacon.
See the complete signal summary connected to bridge.
Unlock to see real insight on meridian value.
See the complete signal summary connected to peak catalyst.
Open the full profile to inspect shifts in north wave.
See the complete signal summary connected to vital.
Unlock to compare peer behavior around frontier peak.
See the complete signal summary connected to crest element.
Asset Classes
Quantum prime Pathway oak
Client Personas
Element matrix
Investment Themes
Pathway Capital
Investment Vehicles
Beacon pathway Wave frontier
Services
Bridge beacon Delta Prime peak Beacon Quantum atlas
Owner & Executives
J
JEFFREY SCOTT BUNCH
Chief Compliance Officer, Director, Managing Member
- CRD
- #2802148
- Ownership
- 75% or more
(940) 773-6381
timber.alpha@insightcapital.com
in linkedin.com/in/matrix-momentum
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $45,025,241 | -- |
| Non-Discretionary | $0 | -- |
| Total | $45,025,241 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $45,025,241
Equity - Exchange:
23.5% Cash:
27.0% U.S. Government/Agency:
49.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,311,359,313 | 23.5% |
| Cash | $1,506,668,147 | 27.0% |
| U.S. Government/Agency | $2,762,224,936 | 49.5% |
| Total | $5,580,252,396 | 100.0% |