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Haave R B Associates Inc (Stamford)


Haave R B Associates Inc is an internet adviser based in Stamford. It manages $4.3 million of regulatory assets for 8 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Connecticut.

Haave R B Associates provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Haave R B Associates: assets under management

The assets under management (AUM) of Haave R B Associates Inc is $4.3 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $4.3 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $537.5 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Haave R B Associates Inc for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Stamford

The principal office where Haave R B Associates Inc performs its advisory services is located at 148 Hardesty Road, Stamford, CT 06903 The mailing address of the firm is P.O. Box 757, New Canaan, CT 06840. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 203-322-4504 or by fax 203-968-8388. The normal business hours are 8-5 on Monday - Friday.


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