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Haverdink Financial Management LLC
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CRD # | 131236 |
SEC # | 801-112557 |
CIK # | |
AUM | $171.3 MM (2024-02-01) |
Employees | 2 (50% Investors, 0% Brokers) |
Phone | 269-321-5070 |
Address | 440 W Centre Avenue Portage, MI 49024-5373 |
Source | [IAPD] [LinkedIn] |
Total AUM ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 93 | 29.2 |
(b) Individuals (high net worth individuals) | 66 | 142.1 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 472 | 171.3 |
By Discretionary | ||
Discretionary | 472 | 171.3 |
Non-Discretionary | 0 | 0.0 |
Total | 472 | 171.3 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 171.3 | |
Total | 472 | 171.3 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Polaris Investment Advisors LLC
✚
|
NH | 0.2 |
ORCA Wealth Management LLC
✚
|
FL | 0.2 |
Elite Financial Inc
✚
|
ID | 0.2 |
Gilpin Wealth Management LLC
✚
|
CO | 0.2 |
Cambridge Wealth Advisors LLC
✚
|
GA | 0.2 |
Lighthouse Financial Management LLC
✚
|
RI | 0.2 |
Hardworking Capital Advisors LLC
✚
|
CA | 0.2 |
Emergent Wealth Advisors LLC
✚
|
NY | 0.2 |
Fischer Investment Strategies LLC
✚
|
CA | 0.2 |
Santa FE Advisors LLC
✚
|
NM | 0.2 |