HAAS FINANCIAL, INC.
CRD #329490 SEC #801-129339 SANIBEL, FL (651) 328-8070
SEC Registered
Total AUM
$75.2M
Discretionary
$75.2M
Employees
3
Clients
0
Accounts
394
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2024 | $75.2M | $75.2M | $0 | 1 | 0 |
| Oct 2024 | $75.2M | $75.2M | $0 | 1 | 0 |
| Sep 2024 | $75.2M | $75.2M | $0 | 1 | 0 |
| Jul 2024 | $75.2M | $75.2M | $0 | 1 | 0 |
| Jul 2024 | $75.2M | $75.2M | $0 | 3 | 0 |
| May 2024 | $75.2M | $75.2M | $0 | 4 | 0 |
| May 2024 | $0 | $0 | $0 | 4 | 0 |
| Apr 2024 | $0 | $0 | $0 | 4 | 0 |
| Mar 2024 | $0 | $0 | $0 | 4 | 0 |
| Feb 2024 | $0 | $0 | $0 | 4 | 0 |
| Jan 2024 | $0 | $0 | $0 | 4 | 0 |
| Dec 2023 | $0 | $0 | $0 | 4 | 0 |
DateNov 2024
Total AUM$75.2M
Discretionary$75.2M
Non-Disc.$0
Employees1
Clients0
DateOct 2024
Total AUM$75.2M
Discretionary$75.2M
Non-Disc.$0
Employees1
Clients0
DateSep 2024
Total AUM$75.2M
Discretionary$75.2M
Non-Disc.$0
Employees1
Clients0
DateJul 2024
Total AUM$75.2M
Discretionary$75.2M
Non-Disc.$0
Employees1
Clients0
DateJul 2024
Total AUM$75.2M
Discretionary$75.2M
Non-Disc.$0
Employees3
Clients0
DateMay 2024
Total AUM$75.2M
Discretionary$75.2M
Non-Disc.$0
Employees4
Clients0
DateMay 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateApr 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateMar 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateFeb 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateJan 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateDec 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0