H
CRD: 113115
Haberkorn Financial Services, Inc.
Louisville, CO, 80027
3039264900
$32.0M Total AUM
$32.0M Disc. AUM
-- 3Y CAGR
2 Employees
33 ADV. Clients
26 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 11-30-1999
- Office Locations
- 1
Office Locations
357 S. Mccaslin Blvd. Suite 200 Louisville CO
About Haberkorn Financial Services, Inc.
Haberkorn Financial Services, Inc. is a Louisville-based RIA. The firm has been operating for 26 years. Managing $32.0M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Business Succession, Insurance.
Team overview
-- AVG AGE
$32.0M AVG AUM / ADVISOR
$969.3K AVG AUM / CLIENT
26.6 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
26yrs Firm Age
Insights
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Asset Classes
Oak quantum Ember
Client Personas
Insight vertex
Investment Themes
Zenith frontier
Investment Vehicles
Atlas momentum
Services
Atlas pathway Glacier horizon Focus Oak quantum
Owner & Executives
D
DENNIS JOSEPH HABERKORN
Chief Compliance Officer
- CRD
- #4418898
- Ownership
- 75% or more
(738) 744-5928
vertex.fusion@quantumcapital.com
in linkedin.com/in/catalyst-ridge
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $31,986,021 | -- |
| Non-Discretionary | $0 | -- |
| Total | $31,986,021 | -- |
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Separately Managed Accounts
Total SMA Asset: $31,986,021
Public Funds:
43.5% Equity - Exchange:
37.2% Cash:
19.3% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $369,388,358 | 43.5% |
| Equity - Exchange | $315,890,734 | 37.2% |
| Cash | $163,889,548 | 19.3% |
| Total | $849,168,640 | 100.0% |