Haverdink Financial Management, L.L.C.
● SEC registered since 2018CRD 131236SEC# 801-112557Portage, MI
Reg. AUM
$220.4M
Employees
3
Accounts
480
Location
Portage, MI
Haverdink Financial Management, L.L.C. assets under management
Haverdink Financial Management, L.L.C. is an SEC-registered investment adviser based in Portage, MI. The firm has been registered since 2018. It reports $220.4 million in regulatory assets under management and employs 3 people.
Haverdink Financial Management, L.L.C. owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Kevin Dean Haverdink Control | President, Chief Compliance Officer, And Trustee Of The Kevin And Laura Haverdink Revocable Trust | Under 5% | 2004 |
| Laura Lee Haverdink Control | Vp, Secty, Treasurer And Trustee Of The Kevin And Laura Haverdink Revocable Trust | Under 5% | 2004 |
| The Kevin and Laura Haverdink Revocable Trust Control | Trust, Owner Of All Voting Shares | Over 75% | 2022 |
Frequently asked questions
How much does Haverdink Financial Management, L.L.C. manage?
Haverdink Financial Management, L.L.C. reports $220.4 million in regulatory assets under management on its Form ADV.
How many employees does Haverdink Financial Management, L.L.C. have?
Haverdink Financial Management, L.L.C. reports 3 employees.
Where is Haverdink Financial Management, L.L.C. located?
Haverdink Financial Management, L.L.C. is based in Portage, MI and has been SEC-registered since 2018.
Does Haverdink Financial Management, L.L.C. disclose fund performance?
Haverdink Financial Management, L.L.C. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 440 W. Centre Avenue, Suite 5, Portage, MI 49024-5373 |
| Phone | 269-321-5070 |
| Fax | 269-321-5071 |
| Office hours | 8-5 (Et) |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$220.4M▲ 15%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 72%
Larger than 28% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$220.4Mregulatory AUM
Discretionary $220.4M