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HAVERDINK FINANCIAL MANAGEMENT, LLC
440 W. Centre Avenue
Suite 5
Portage, Michigan 49024-5373
Tel: 269-321-5070
About HAVERDINK FINANCIAL MANAGEMENT, LLC
HAVERDINK FINANCIAL MANAGEMENT, LLC, formally registered with the SEC as HAVERDINK FINANCIAL MANAGEMENT, LLC. The firm was established in 03/01/2018. They have over 1 offices throughout the country.
HAVERDINK FINANCIAL MANAGEMENT, LLC is a Portage, Michigan based Financial Planning firm with nearly $191,272,000 assets under management, offering retirement planning & investment advisory services to 463 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 131236 |
| SEC# | 801-112557 |
| Assets Managed by Firm | $191,272,000 |
| No. of Clients | 463 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Other (CONSULTATION SERVICES, EDUCATIONAL WORKSHOPS AND SEMINARS)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 463 | $191,272,000 |
| Individuals (other than high net worth individuals) | 103 | $29,935,000 |
| High net worth individuals | 67 | $158,539,000 |
| Pension and profit sharing plans | 2 | $2,798,000 |
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