HAVERDINK FINANCIAL MANAGEMENT, LLC

RIASEC RegisteredEst. 2018

Total AUM

$220M

Discretionary

$220M

100% of AUM

Avg account

$459K

Accounts

480

Employees

Advisory reps

Firm details

Headquarters: PORTAGE, Michigan
CRD number: 131236
Registered since: March 1, 2018
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI79.01%
Individuals19.38%
Pension & Profit Sharing Plans1.61%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Haverdink Financial Management, LLC is an independent, SEC-registered investment adviser organized as an LLC and first registered in 2018. The firm serves both individuals/families and institutional clients, offering fee arrangements that include a percentage of assets under management, hourly billing, and fixed fees. Core services on the platform include financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for business or institutional accounts, and pension consulting work. Although Haverdink manages client assets directly, it is not structured as a capital allocator or a multi-state adviser. The firm does not identify as an active ESG investor and appears to rely on externally managed products where appropriate rather than operating its own pooled investment vehicles.