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HAFELE INVESTMENTS
HAFELE INVESTMENTS was listed as registered with the SEC in the IAPD firm compilation observed on 2026-10-22. In Form ADV filed on 2026-07-01, it reported 4...
Overview
HAFELE INVESTMENTS was listed as registered with the SEC in the IAPD firm compilation observed on 2026-10-22. In Form ADV filed on 2026-07-01, it reported 4 employees; 9 advisory accounts; services including Financial planning, Portfolio management for individuals and small businesses, Portfolio management for pooled investment vehicles; client categories including Pooled investment vehicles; compensation arrangements including A percentage of assets under management, Fixed fees. These are dated adviser-reported facts, not independently verified by Altss. Registration does not constitute approval or endorsement. This historical filing does not establish current registration status or operations.
General information
Firm type
Registered Investment Adviser
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