Overview
Assets Under Management: $323 million
Headquarters: EAST LANSING, MI
High-Net-Worth Clients: 59
Average Client Assets: $2 million
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