Eric
Haines

Destra Capital Advisors LLC

CRD#6508808
Investment Advisor
in Bozeman, MT

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About this Advisor

Eric Haines is a financial advisor based in Bozeman, Montana, working with Destra Capital Advisors LLC. Eric has previously held positions at Janus Management Holdings Corp, Janus Distributors LLC, Blue Moose Of Boulder, Castle Pines Country Club, Janus Henderson Investors Us LLC, Janus Henderson Distributors Us LLC, Destra Capital Investments LLC, and Destra Capital Advisors, LLC. Eric has passed the Series 63 regulatory exam and is registered to provide services in Colorado. Currently, Eric is part of Destra Capital Advisors LLC, which operates out of Bozeman, Montana. The firm has 15 employees and manages assets totaling $299.5 million. The services offered by the firm include portfolio management for investment companies. The fee structure at Destra Capital Advisors LLC includes asset-based fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Services Offered

Portfolio management for investment companies

Fee Structure

Percentage of Assets

Office Location

443 N. Willson Avenue
Bozeman, MT 59715

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Destra Capital Advisors LLC Brokerage Details

Total Assets Under Management

$299,537,939

MT Average: $2,609,029,241
Total Number of Employees

15

MT Average: 66
Total Number of Accounts

3

MT Average: 6,076
Average Account Size

$99,845,980

MT Average: $429,399

Investment Advisory Services

  • Portfolio management for investment companies

Eric Haines Work History

2022 - Present (3 years)

Destra Capital Investments LLC

2022 - Present (3 years)

Destra Capital Advisors, LLC

2022 - 2022 (< 1 year)

Janus Henderson Distributors Us LLC

2021 - 2022 (1 year)

Janus Henderson Investors Us LLC

2015 - 2021 (6 years)

Janus Management Holdings Corp

2015 - 2022 (7 years)

Janus Distributors LLC

2014 - 2015 (1 year)

Blue Moose Of Boulder

2013 - 2014 (1 year)

Castle Pines Country Club

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Disclosures

Please visit the SEC profile of Eric Haines to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Destra Capital Advisors LLC

Jacob Harris
Sandy, UT
Eric Haines
Bozeman, MT
James Ryan
Bozeman, MT
Daniel Watnee
Bozeman, MT
Thomas Benton
Carlsbad, CA
David Tabone
Chesterbrook, PA
Kenneth Merritt
Bozeman, MT
Robert Watson
Bozeman, MT

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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