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Kristin Wyman Horton

HAVEN CAPITAL GROUP, INC.·WESTLAKE VILLAGE, California
Clean recordHAVEN CAPITAL GROUP, INC.
2625 TOWNSGATE RD, WESTLAKE VILLAGE, CA 91361-5751CRD# 1987375Firm CRD# 149641

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kristin Wyman Horton · WESTLAKE VILLAGE, CA
Registration
CRD #1987375 · HAVEN CAPITAL GROUP, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Kristin Wyman Horton is a registered financial advisor based in WESTLAKE VILLAGE, California, affiliated with HAVEN CAPITAL GROUP, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
HAVEN CAPITAL GROUP, INC.
HAVEN CAPITAL GROUP
AUM
$119M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at HAVEN CAPITAL GROUP, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 1987375
Firm CRD# 149641
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Kristin Wyman Horton offer?
Kristin Wyman Horton specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WESTLAKE VILLAGE, California for a consultation.
What are Kristin Wyman Horton's credentials?
Kristin Wyman Horton is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kristin Wyman Horton located?
Kristin Wyman Horton is based in WESTLAKE VILLAGE, California, working with HAVEN CAPITAL GROUP, INC.. Their office serves clients in the WESTLAKE VILLAGE metropolitan area and surrounding communities.
How does Kristin Wyman Horton charge for services?
Kristin Wyman Horton's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HAVEN CAPITAL GROUP, INC.?
HAVEN CAPITAL GROUP, INC. has approximately 1 employees and manages $119M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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