H
CRD: 113249
Haykin, Michael
Centennial, CO
3036999420
$124.5M Total AUM
$124.5M Disc. AUM
-- 3Y CAGR
2 Employees
60 ADV. Clients
27 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-01-1999
- Office Locations
- 2
Office Locations
-- Aurora CO
-- Centennial CO
About Haykin, Michael
Haykin, Michael is a Centennial-based RIA with 2 offices. The firm has been operating for 27 years. Managing $124.5M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Portfolio Construction.
Team overview
42 AVG AGE
$62.3M AVG AUM / ADVISOR
$2.1M AVG AUM / CLIENT
20.5 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
27yrs Firm Age
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Asset Classes
Meridian value Vector Vital
Investment Vehicles
Optima
Services
Unison legacy Meridian
Owner & Executives
MICHAEL HAYKIN
Chief Compliance Officer
- CRD
- #4409639
- Ownership
- 75% or more
(325) 644-2643
peak.prime@wavecapital.com
in linkedin.com/in/legacy-catalyst
Showing 1 of 1 owners & executives
Unlock allContacts
DANIEL SOLOMN HAYKIN
Chief Compliance Officer, Manager
- CRD
- #5063750
(249) 511-3138
radial.catalyst@oakcapital.com
in linkedin.com/in/legacy-legacy
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $124,534,472 | -- |
| Non-Discretionary | $0 | -- |
| Total | $124,534,472 | -- |
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Separately Managed Accounts
Total SMA Asset: $124,534,472
Equity - Exchange:
38.1% Cash:
10.2% Corporate - Investment Grade:
39.3% U.S. Government/Agency:
12.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $550,665,424 | 38.1% |
| Cash | $147,422,240 | 10.2% |
| Corporate - Investment Grade | $568,009,217 | 39.3% |
| U.S. Government/Agency | $179,219,193 | 12.4% |
| Total | $1,445,316,074 | 100.0% |