Unclaimed Profile

Phillip Christopher Haan

OTTAWA AVENUE PRIVATE CAPITAL, LLC·GRAND RAPIDS, Michigan

Clean recordOTTAWA AVENUE PRIVATE CAPITAL, LLC

126 OTTAWA AVENUE NW, GRAND RAPIDS, MI 49503CRD# 7090532Firm CRD# 282516

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Phillip Christopher Haan · GRAND RAPIDS, MI

Registration

CRD #7090532 · OTTAWA AVENUE PRIVATE CAPITAL, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Phillip Christopher Haan is a registered financial advisor based in GRAND RAPIDS, Michigan, affiliated with OTTAWA AVENUE PRIVATE CAPITAL, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Retirement Planning

Wealth Management

Client Types

Individuals

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

OTTAWA AVENUE PRIVATE CAPITAL, LLC

OA PRIVATE CAPITAL

AUM

$20.2B

Regulatory assets under management

Employees

Total firm employees

View all advisors at OTTAWA AVENUE PRIVATE CAPITAL, LLC →

Services

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 7090532

Firm CRD# 282516

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Phillip Christopher Haan offer?

Phillip Christopher Haan specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in GRAND RAPIDS, Michigan for a consultation.

What are Phillip Christopher Haan's credentials?

Phillip Christopher Haan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Phillip Christopher Haan located?

Phillip Christopher Haan is based in GRAND RAPIDS, Michigan, working with OTTAWA AVENUE PRIVATE CAPITAL, LLC. Their office serves clients in the GRAND RAPIDS metropolitan area and surrounding communities.

How does Phillip Christopher Haan charge for services?

Phillip Christopher Haan's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is OTTAWA AVENUE PRIVATE CAPITAL, LLC?

OTTAWA AVENUE PRIVATE CAPITAL, LLC has approximately 74 employees and manages $20.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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