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| Happy Holidays!! thanks for using AUM13F!! |
| Fairhaven Financial Advisory Corporation
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|---|---|
| CRD # | 124266 |
| SEC # | 801-129226 |
| CIK # | |
| AUM | $323.3 M (2025-02-04) |
| Employees | 7 (57% Investors, 43% Brokers) |
| Phone | 517-332-2900 |
| Address | 1400 Abbot Road East Lansing, MI 48823 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 662 | 166.1 |
| (b) Individuals (high net worth individuals) | 59 | 145.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 12.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,027 | 323.3 |
| By Discretionary | ||
| Discretionary | 1,015 | 307.3 |
| Non-Discretionary | 12 | 16.0 |
| Total | 1,027 | 323.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 323.3 | |
| Total | 1,027 | 323.3 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
BIP Alliance LLC
✚
|
GA | 0.3 |
|
Resurgent Financial Advisors LLC
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|
GA | 0.3 |
|
National Wealth Management Group LLC
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OH | 0.3 |
|
OMNI 360 Wealth Inc
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|
NJ | 0.3 |
|
Eiger Wealth Management LLC
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|
CA | 0.3 |
|
Vista Investment Partners II LLC
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|
IN | 0.3 |
|
Oak Wealth Advisors LLC
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|
IL | 0.3 |
|
William Howard & Co Financial Advisors Inc
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|
TN | 0.3 |
|
Raleigh Capital Management Inc
✚
|
NC | 0.3 |
|
Atala Financial Inc
✚
|
CA | 0.3 |