H
CRD: 131236
Haverdink Financial Management, LLC
Portage, MI, 49024
2693215070
$220.4M Total AUM
$220.4M Disc. AUM
10.4% 3Y CAGR
3 Employees
181 ADV. Clients
22 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · TD Ameritrade · Transamerica
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 04-01-2004
- Office Locations
- 1
Office Locations
440 W. Centre Avenue Suite 5 Portage MI
About Haverdink Financial Management, LLC
Haverdink Financial Management, LLC is a Portage-based RIA. The firm has been operating for 22 years. Managing $220.4M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company and TD Ameritrade. Services offered include Financial Planning, Insurance, Portfolio Construction.
Team overview
-- AVG AGE
$110.2M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
13.5 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
22yrs Firm Age
Insights
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Asset Classes
Pioneer wave Quantum pioneer Vertex Beacon peak
Client Personas
Value
Investment Themes
Pioneer pioneer Insight delta Bridge
Investment Vehicles
Fusion legacy
Services
Ember peak Momentum beacon Atlas
Owner & Executives
K
KEVIN DEAN HAVERDINK
Chief Compliance Officer, President
- CRD
- #2832505
- Ownership
- Less than 5%
(543) 931-3675
foundation.signal@pathwaycapital.com
in linkedin.com/in/foundation-frontier
L
LAURA LEE HAVERDINK
TREASURER, Vice President
- CRD
- --
- Ownership
- Less than 5%
(681) 601-2506
atlas.vertex@signalcapital.com
in linkedin.com/in/delta-delta
Showing 2 of 2 owners & executives
Unlock allContacts
J
Jonathan Garrett Haverdink
--
- CRD
- #7717108
(743) 348-4658
signal.capital@meridiancapital.com
in linkedin.com/in/vertex-legacy
Showing 1 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $220,425,000 | $459,219 |
| Non-Discretionary | $0 | -- |
| Total | $220,425,000 | $459,219 |
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Separately Managed Accounts
Total SMA Asset: $220,425,000
Public Funds:
42.8% Cash:
19.2% Equity - Exchange:
38.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,453,085,368 | 42.8% |
| Cash | $1,100,449,511 | 19.2% |
| Equity - Exchange | $2,177,972,989 | 38.0% |
| Total | $5,731,507,868 | 100.0% |