# Haven Financial Solutions

Haven Financial Solutions is an Asset Manager.

## Overview

- **Organization type:** Asset Manager
- **Assets under management:** Undisclosed
- **Website:** https://havenfinancialsolutions.com
- **LinkedIn:** https://www.linkedin.com/company/daniellelschultz

## Regulatory record

- **CRD number:** 156422
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/156422

## About

HAVEN FINANCIAL SOLUTIONS, INC is a state-registered investment adviser with $15 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a small team.

## Questions

### Who runs investment decisions at Haven Financial Solutions?

No named principals or investment decision-makers are publicly associated with Haven Financial Solutions. The firm's leadership and investment committee, if any, are not disclosed in public records.

### Has Haven Financial Solutions made any publicly known investments?

No portfolio companies, deals, or co-investments have been attributed to Haven Financial Solutions in public databases, news articles, or regulatory filings. The firm's investment activity is not on record.

### Where is Haven Financial Solutions headquartered?

The firm's headquarters city and country have not been confirmed through public records. Its location is not disclosed.

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Last updated: 2026-06-03T20:00:00.000Z

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