Haverdink Financial Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Portage, MI. Its latest Form ADV filing, dated January 23, 2026, reports $220M in regulatory assets under management, 3 employees, and 480 accounts.
Assets Under Management
$220M
Employees
3
Offices
--
Total Clients
181
Primary office
PORTAGE, MI
440 W. CENTRE AVENUE, SUITE 5, PORTAGE, MI, United States
Top client segmentIndividuals represent 64.6% of total clients.
Top client categories% of clientsClients
1
Individuals
64.6%
117
2
HNWI
34.3%
62
3
Pension Plans
1.1%
2
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$220Mas of January 23, 2026
Discretionary100.0%
$220M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$220M
Total Accounts480
10Y AUM Change+$108M (+96.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee60:1
10Y Employee Change+1 (+50.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.