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|
| Keyboard |
| Haykin Michael
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|---|---|
| CRD # | 113249 |
| SEC # | 801-135979 |
| CIK # | |
| AUM | 124.5 M (2026-06-15) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 303-699-9420 |
| Address | |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 30 | 13.2 |
| (b) Individuals (high net worth individuals) | 30 | 111.3 |
| (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 | 190 | 124.5 |
| By Discretionary | ||
| Discretionary | 190 | 124.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 190 | 124.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 124.5 | |
| Total | 190 | 124.5 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Blue Curve Advisory LLC
✚
|
MD | 125.2 M |
|
Cantlon Financial Planning LLC
✚
|
125.1 M | |
|
Strongtower Wealth Management PLC
✚
|
AR | 125.0 M |
|
Tidehaven Wealth LLC
✚
|
SC | 125.0 M |
|
Wolf Financial Advisors LLC
✚
|
IL | 124.9 M |
|
NGP Financial Planning LLC
✚
|
124.7 M | |
|
Fortis Private Wealth Advisors LLC
✚
|
FL | 124.4 M |
|
Vorpahl Wing Securities Inc
✚
|
WA | 124.4 M |
|
Royal Palms Capital LLC
✚
|
124.2 M | |
|
True Coastal Capital LLC
✚
|
GA | 124.1 M |