Haykin, Michael

RIASEC RegisteredEst. 2026
Total AUM
$125M
Discretionary
$125M
100% of AUM
Avg account
$655K
Accounts
190
Employees
2
Advisory reps
2

Firm details

Headquarters
,
CRD number
113249
Registered since
June 18, 2026
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI89.39%
  • Individuals10.61%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Michael Haykin manages a small, sole-proprietor registered adviser that focuses on fee-based portfolio management for individuals and small businesses. The practice charges a percentage-of-AUM fee and serves individual and family clients rather than institutional mandates. Advisory work centers on discretionary portfolio management; the adviser does not characterize itself as an ESG investor, is not a pension consultant, and is not designated as a multi-state or related adviser. The firm was registered with the SEC in 2026.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 94%, Cash & Cash Equivalents 3%, Investment Grade Corp Bonds 2%, US Government Bonds 1%94%
  • Exchange Traded Equities94%
  • Cash & Cash Equivalents3%
  • Investment Grade Corp Bonds2%
  • US Government Bonds1%

Contacts

2 of 2
  • Daniel Haykin

    Daniel Haykin

    PartnerCRD 5063750

  • Michael Haykin

    Michael Haykin

    PartnerCRD 4409639

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth