HAVEN FINANCIAL SOLUTIONS, INC

HAVEN FINANCIAL SOLUTIONS, INC is an SEC-registered investment adviser (CRD 156422). Regulatory assets under management: $15.0M.

Registration

• CRD: 156422
• Type: Registered investment adviser
• Phone: 847-864-2761
• Latest filing: 2026-03-30
• Regulatory AUM: $15.0M
• Discretionary AUM: $15.0M
• Clients: 1
• Accounts: 7

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Corporations.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 156422 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search