HAAS FINANCIAL, INC.

HAAS FINANCIAL, INC. of SANIBEL, FL is an SEC-registered investment adviser (CRD 329490). Regulatory assets under management: $98.4M.

Registration

• CRD: 329490
• SEC file number: 801-129339
• Type: Registered investment adviser
• Location: 1619 PERIWINKLE WAY, SANIBEL, FL, 33957
• Phone: (651) 328-8070
• Latest filing: 2026-02-19
• Regulatory AUM: $98.4M
• Discretionary AUM: $98.4M
• Clients: 4
• Accounts: 514

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Charities.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 329490 on SEC IAPD (source of record)
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