HASKELL FINANCIAL SERVICES, LLC

HASKELL FINANCIAL SERVICES, LLC is an SEC-registered investment adviser (CRD 317545). Regulatory assets under management: $7.9M.

Registration

• CRD: 317545
• Type: Registered investment adviser
• Phone: 949-697-5999
• Latest filing: 2025-03-31
• Regulatory AUM: $7.9M
• Discretionary AUM: $7.9M
• Clients: 1
• Accounts: 18

Business model

Compensation: % of AUM, Hourly, Other.

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 317545 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search