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Building 2HAVERDINK FINANCIAL MANAGEMENT, LLC

Map pinPORTAGE, MI
Phone269-321-5070
NotebookSEC #801-112557
Total AUM
$220.4M
Employees
3
Clients
181

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
440 W. CENTRE AVENUE
SUITE 5
PORTAGE
MI 49024-5373
United States
Operating Hours
8-5 (ET)
Monday - Friday
Phone
269-321-5070

ReceiptFinancials

Total AUM
$220.4M
Accounts
480
Discretionary
$220.4M
Accounts
480
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
117
AUM
$42.7M
HNW Individual Clients
62
AUM
$174.2M
Pension/Profit Sharing Plan Clients
2
AUM
$3.5M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
CONSULTATION SERVICES, EDUCATIONAL WORKSHOPS AND SEMINARS
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MI

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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