HAAS FINANCIAL, INC.

SANIBEL, Florida·1 registered advisor·CRD# 329490
SEC# 801-1293390(651) 328-8070
01

Firm Overview

AUM
$75M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at HAAS FINANCIAL, INC.

1 registered advisor
David Robert Haas
SANIBEL, Florida
05

Office Locations

SANIBEL, Florida
1 advisor

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Data sourced from SEC Form ADV filings. HAAS FINANCIAL, INC. (CRD# 329490) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.