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HAAS FINANCIAL, INC.
CRD 329490 · SEC 801-129339
1619 PERIWINKLE WAY, SUITE 102, SANIBEL, FL, 33957, United States
Phone
(651) 328-8070
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$98.4M
Discretionary AUM
$98.4M
Team
4 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-02-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 107 | $36.3M |
| High net worth individuals | 31 | $62.1M |
All web addresses on file
Official SEC filing: View on IAPD