Overview
Assets Under Management: $323 million
Headquarters: EAST LANSING, MI
High-Net-Worth Clients: 59
Average Client Assets: $2 million
Frequently Asked Questions
FAIRHAVEN FINANCIAL ADVISORY CORPORATION is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #124266), FAIRHAVEN FINANCIAL ADVISORY CORPORATION is subject to fiduciary duty under federal law.
FAIRHAVEN FINANCIAL ADVISORY CORPORATION is headquartered in EAST LANSING, MI.
FAIRHAVEN FINANCIAL ADVISORY CORPORATION serves 59 high-net-worth clients according to their SEC filing dated February 04, 2025. View client details ↓
According to their SEC Form ADV, FAIRHAVEN FINANCIAL ADVISORY CORPORATION offers financial planning, portfolio management for individuals, pension consulting services, and educational seminars and workshops. View all service details ↓
FAIRHAVEN FINANCIAL ADVISORY CORPORATION manages $323 million in client assets according to their SEC filing dated February 04, 2025.
According to their SEC Form ADV, FAIRHAVEN FINANCIAL ADVISORY CORPORATION serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Educational Seminars
Clients
Number of High-Net-Worth Clients: 59
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 44.89
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,027
Discretionary Accounts: 1,015
Non-Discretionary Accounts: 12
Regulatory Filings
CRD Number: 124266
Last Filing Date: 2025-02-04 00:00:00
Website: https://fairhavenfinancial.com