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Have RIA, Inc.

● SEC registered since 2023CRD 327137SEC# 801-128320Providence, RI
Export (members)
Reg. AUM
$162.4M
Employees
9
Accounts
1
Location
Providence, RI

Have RIA, Inc. assets under management

Have RIA, Inc. is an investment advisory firm registered with the SEC based in Providence, RI. The firm has been registered since 2023. It reports $162.4 million in regulatory assets under management and employs 9 people.

Have RIA, Inc. owners & executives

5 reported
NameTitleOwnershipSince
Hotel Asset Value Enhancement, Inc. ControlDirect OwnerOver 75%2023
John Patrick Rollo ControlDirector And SecretaryUnder 5%2023
Michelle Sue Russo ControlPresidentUnder 5%2023
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Frequently asked questions

How much does Have RIA, Inc. manage?

Have RIA, Inc. reports $162.4 million in regulatory assets under management on its Form ADV.

How many employees does Have RIA, Inc. have?

Have RIA, Inc. reports 9 employees.

Where is Have RIA, Inc. located?

Have RIA, Inc. is based in Providence, RI and has been SEC-registered since 2023.

Does Have RIA, Inc. disclose fund performance?

Have RIA, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address333 Westminster Street, Suite 3, Providence, RI 02903
Phone401-865-6900
Fax401-865-6999
Office hours8:30 a.m. - 6:00 p.m.
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$162.4M
Non-discretionary$0
Total (RAUM)$162.4M