DIRECTORY OF REGISTERED ADVISORS
National Coverage
Local Professionals
Home > Financial Advisors > michigan > portage
HAVERDINK FINANCIAL MANAGEMENT, LLC
Tel: 269-321-5070
440 W. Centre Avenue Suite 5
Portage, Michigan 49024-5373
HAVERDINK FINANCIAL MANAGEMENT, LLC
HAVERDINK FINANCIAL MANAGEMENT, LLC is a Portage, Michigan based financial advisory firm with nearly $191,272,000 in assets under management and provides investment advisory services for 463 clients. There are currently 3 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Pesnsion consulting services , Other (CONSULTATION SERVICES, EDUCATIONAL WORKSHOPS AND SEMINARS)
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees
Firm CRD#:
131236
SEC#:
801-112557
No. of Clients:
463
Assets under Management
$191,272,000
No. of Advisors:
3
More Financial Advisory Firms in Portage, Michigan
| Financial Advisory Firm | Firm CRD# | No. of Advisors |
|---|---|---|
| JACKSON NATIONAL ASSET MANAGEMENT, LLC | 111079 | 164 |
| PLANTE MORAN FINANCIAL ADVISORS | 112158 | 134 |
| OA PRIVATE CAPITAL | 282516 | 74 |
| YOUSIF CAPITAL MANAGEMENT, LLC | 312511 | 15 |
| BRICKTOWN CAPITAL, LLC | 319290 | 31 |
| MCQUEEN FINANCIAL ADVISORS II, INC. | 109325 | 50 |
More Firms in Portage, Michigan >>