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PACIFIC HAVEN FINANCIAL, LLC
CRD 173457
370 AMAPOLA AVENUE, SUITE 209, TORRANCE, CA, 90501, United States
Phone
(310) 212-6699
Fax
(310) 634-0455
Registration
— (—)
Source
State registered
Total AUM
$45.0M
Discretionary AUM
$45.0M
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 152 | $30.3M |
| High net worth individuals | 33 | $14.8M |
Official SEC filing: View on IAPD