HAVERDINK FINANCIAL MANAGEMENT, LLC - Financial Advisor in Michigan, Portage

Tel: 269-321-5070 440 W. Centre Avenue Suite 5 Portage, Michigan 49024-5373

About 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

Firm CRD#:

131236

Firm SEC#:

801-112557

Assets Under Management:

$191,272,000

No. of Clients:

463

No. of Advisors:

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

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