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HAVEN CAPITAL MANAGEMENT GROUP, LLC
HAVEN CAPITAL MANAGEMENT GROUP, LLC
HAVEN CAPITAL
ATLANTA, Georgia
·
4 registered advisors
·
CRD# 167334
SEC# 801-78567
404-751-2402
01
Firm Overview
AUM
$35M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
03
Specialties
Financial Planning
Investment Management
Fee-Only Advisory
04
Advisors at HAVEN CAPITAL MANAGEMENT GROUP, LLC
4 registered advisors
Linda Willis Eydt
ATLANTA, Georgia
CRD# 2676187
Robert Eydt
ATLANTA, Georgia
CRD# 6237626
Syed Irfan Ahmed
ATLANTA, Georgia
CRD# 3054000
William Pierce
ATLANTA, Georgia
CRD# 6327001
05
Office Locations
ATLANTA, Georgia
4 advisors
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Data sourced from SEC Form ADV filings. HAVEN CAPITAL MANAGEMENT GROUP, LLC (CRD# 167334) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.