Haberkorn Financial Services, Inc.
Firm details
- Headquarters
- Louisville, Colorado
- CRD number
- 113115
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI75.18%
- Individuals22.87%
- Corporations / Businesses1.95%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Haberkorn Financial Services, Inc. is an independent, individually owned registered advisory firm operating out of Colorado. The firm serves both individual and family clients as well as institutional relationships, with a practice that blends accounting activities and portfolio management for individuals and small businesses. Its advisory fees are charged as a percentage of assets under management. The firm is state-registered in Colorado and is structured as a corporation rather than as part of a broker/dealer or large aggregator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds97%
- Exchange Traded Equities2%
- Cash & Cash Equivalents1%
Contacts
1 of 1Dennis Haberkorn
PresidentCRD 4418898
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Louisville, CO
Boulder
Location
Louisville, CO
Headquartered in Louisville, CO, anchoring the Denver-Aurora, CO metro in the West.
- Metro area
- Denver-Aurora, CO
- Region
- West
- County
- Boulder
- Address
- 357 Mc Caslin Blvd
- Time zone
- MT (UTC-7)
- Office locations
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