Haykin, Michael
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities94%
- Cash & Cash Equivalents3%
- Investment Grade Corp Bonds2%
- US Government Bonds1%
Contacts
2 of 2
Daniel Haykin
PartnerCRD 5063750
Michael Haykin
PartnerCRD 4409639
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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