RIA Intel›Advisers›Michigan›HAAS FINANCIAL SERVICES INC

HAAS FINANCIAL SERVICES INC

Advisory

MI

Data as of Aug 25, 2026 · Source: SEC Form ADV

Average account

$76K

across 50 accounts

AUM per adviser

$4M

1 advisers

Source: SEC Form ADV. Figures as filed Aug 25, 2026.

Total AUM

$4M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$4M

Discretionary AUM$4M

Non-Discretionary AUM$45K

Discretionary %98.8%

Total Clients31

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndJune

Operates InMI

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

31 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in MI

Closest by assets under management. All figures from Form ADV.

COLE INVESTMENT ADVISORS, INC.

$4M

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$4M

ASSOCIATION FINANCIAL SERVICES, LLC

$4M

LAURENTINE INVESTMENTS LLC

$4M

PRIVATE WEALTH MANAGEMENT, INC.

$3M

$4M

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