HAYKIN WEALTH MANAGEMENT, CORP

Overview

Haykin Wealth Management, Corp operates as a small, individual-owned advisory boutique serving private clients and families. The firm bills for advice on a percentage-of-assets basis and focuses on portfolio management for individuals and small businesses. It is not positioned as a multi-state or pension consultant, does not self-identify as an ESG investor, and does not act as a capital allocator to outside managers; instead it implements portfolios for its client base directly.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices