Haven Private - Investment Advisers

About Haven Private

Haven Private, LLC is an investment adviser headquartered in Orlando, Florida. The firm describes itself as a multi-family office that provides fiduciary wealth advisory services to client families. Its services include investment management, tax-aware planning, estate coordination, and private banking guidance. Regulatory assets under management are reported at $428.08 million, and the firm has six employees. It is listed among the investment advisers in Florida. The firm's team is organized around specialties in estate and tax planning, investment management, and private banking. Marc Angle is chief executive officer, Johnny Gibson, CFA, CMT, is chief investment officer, and Stacey Cole, J.D., is chief compliance officer. The firm states that its team has more than 100 years of combined experience in private wealth management and advisory work, and it says it acts as a fiduciary that puts client interests first. The firm describes itself as employee-owned and says its choices of investment solutions, custodians, and research providers are based on the quality of service they can offer clients. For a broader view of registered advisers, see the directory of US investment advisers.

Key Facts

Assets Under Management

$428.08M

Employees

6

SEC File Number

801-129272