HAAS FINANCIAL SERVICES INC

HAAS FINANCIAL SERVICES INC is an SEC-registered investment adviser (CRD 122450). Regulatory assets under management: $4.4M.

Registration

• CRD: 122450
• Type: Registered investment adviser
• Phone: 2483306235
• Latest filing: 2025-08-08
• Regulatory AUM: $4.4M
• Discretionary AUM: $4.4M
• Non-discretionary AUM: $44K
• Clients: 1
• Accounts: 59

Business model

Compensation: % of AUM, Hourly, Fixed, Commissions.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 122450 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search