$3.1M Total AUM
$3.1M Disc. AUM
-- 3Y CAGR
1 Employees
16 ADV. Clients
6 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-19-2020
- Office Locations
- 1
Office Locations
-- Seattle WA
About RED Haven Advisors, LLC
Red Haven Advisors is a Seattle-based, fee-only RIA providing financial planning and customized portfolio construction for individuals and entrepreneurs. The firm emphasizes risk-managed asset allocation and a “think for yourself” approach designed to avoid asset bubbles and investment fads. Portfolios are implemented primarily with ETFs, with assets custodied at Charles Schwab.
Team overview
-- AVG AGE
$3.1M AVG AUM / ADVISOR
$193.8K AVG AUM / CLIENT
6.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
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Custodian
Available
Investment Themes
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Investment Vehicles
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Services
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Technology
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Owner & Executives
S
Shamus McCarthy
Advisor, Chief Compliance Officer, MANAGING DIRECTOR
- CRD
- #7229722
- Ownership
- 75% or more
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Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,101,343 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,101,343 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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