Haven Money, Inc. (San Francisco)

Name: Haven Money, Inc.
Address: 145 A Hampshire Street, San Francisco, CA, 94103
Telephone: 650-690-2749

Haven Money, Inc. is a multi-state adviser based in San Francisco. It manages $2.08 million of regulatory assets for 345 client accounts. It has been registered with the SEC as an adviser since 2017 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 47 other states.

Haven Money provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Haven Money: assets under management

The assets under management (AUM) of Haven Money, Inc. is $2.08 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 12207% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $2.08 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $6.03 thousand each.

Investments

The firm invests in investment and business development companies the most. They account for 100% of the total AUM.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Haven Money, Inc. for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Haven Money serves?

The only and largest group of clients of Haven Money is individuals with 223 clients and $2.08 million of assets under management. Among the 2 most similar advisory firms, Haven Money has the lowest percentage of individuals out of all clients.

The amount of regulatory assets under management is $2.08 million for 223 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Haven Money doesn't advise any private funds.

Careers at Haven Money, Inc.

The company employs 6 people that are either part- or full-time employees. 50 percent of the employees work as investment advisers or researchers. 3 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Elliot Rorden Marx	Manager and chief executive officer	1 Apr 2017	50% - 75%	6812324
Andrew James Moreland	Chief operating officer and chief compliance officer	1 Apr 2017	50% - 75%	6812330

Based in San Francisco

The principal office where Haven Money, Inc. performs its advisory services is located at 145 A Hampshire Street, San Francisco, CA 94103, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 650-690-2749. The normal business hours are 9:00 am - 7:30 pm pst on Monday - Friday. You can find more information about the New York firm at haven.money and its LinkedIn profile.