Haverdink Financial Management LLC

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Assets, Funds, Holdings

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Haverdink Financial Management LLC
CRD #131236
SEC #801-112557
CIK #
AUM $171.3 MM (2024-02-01)
Employees 2 (50% Investors, 0% Brokers)
Phone269-321-5070
Address440 W Centre Avenue
Portage, MI 49024-5373
Source [IAPD] [LinkedIn]
Total AUM ($MM)
180144108723602005201120182025
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
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