Overview
Assets Under Management: $191 million
Headquarters: PORTAGE, MI
High-Net-Worth Clients: 67
Average Client Assets: $2 million
Frequently Asked Questions
HAVERDINK FINANCIAL MANAGEMENT, L.L.C. 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 #131236), HAVERDINK FINANCIAL MANAGEMENT, L.L.C. is subject to fiduciary duty under federal law.
HAVERDINK FINANCIAL MANAGEMENT, L.L.C. is headquartered in PORTAGE, MI.
HAVERDINK FINANCIAL MANAGEMENT, L.L.C. serves 67 high-net-worth clients according to their SEC filing dated February 17, 2025. View client details ↓
According to their SEC Form ADV, HAVERDINK FINANCIAL MANAGEMENT, L.L.C. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
HAVERDINK FINANCIAL MANAGEMENT, L.L.C. manages $191 million in client assets according to their SEC filing dated February 17, 2025.
According to their SEC Form ADV, HAVERDINK FINANCIAL MANAGEMENT, L.L.C. serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 67
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 82.89
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 463
Discretionary Accounts: 463
Regulatory Filings
CRD Number: 131236
Last Filing Date: 2025-02-17 00:00:00
Website: https://hfmadvisor.com