Marc R Angle
Investment adviser representative at Haven Private
13 yearsExperience
2 statesRegistered in
$428.1MFirm assets
2 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
13 years in the industry.
- Intentionalize, LLCJun 2025 to now
- Haven Private, LLCDec 2023 to now
- Enclave Risk Management, LLCMar 2023 to now
- Topper Hill, LLC d/b/a Topper Hill GroupMar 2023 to now
- Elevate Iv, LLCApr 2022 to now
- Alphaq Advisors, LLCJul 2024 to Aug 2024
- Alphaq Advisors d/b/a Haven PrivateApr 2022 to Jun 2024
- Fieldpoint PrivateJan 2020 to Apr 2022
- Bank of America, N.A.Jan 2013 to Jan 2020
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJan 2013 to Jan 2020
Exams passed
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Haven Private
Legal name: Haven Private, LLC
$428.1MAssets managed
186Clients
6Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5713710
- Firm CRD
- 329012