HABERLING FINANCIAL GROUP, INC.
CRD #118153 SEC #801-61119 KENNEWICK, WA 509-735-7507
SEC Registered
Total AUM
$287.1M
Discretionary
$287.1M
Employees
11
Clients
--
Accounts
662
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2015 | $332M | $327M | $5M | 13 | 700 |
| Sep 2015 | $332M | $327M | $5M | 13 | 700 |
| Sep 2015 | $332M | $327M | $5M | 13 | 700 |
| Jul 2015 | $332M | $327M | $5M | 13 | 700 |
| Jun 2015 | $332M | $327M | $5M | 13 | 700 |
| Apr 2015 | $332M | $327M | $5M | 13 | 700 |
| Apr 2015 | $332M | $327M | $5M | 13 | 700 |
| Mar 2015 | $332M | $327M | $5M | 13 | 700 |
| Feb 2015 | $332M | $327M | $5M | 13 | 700 |
| Aug 2014 | $287.1M | $287.1M | $0 | 11 | 700 |
| Jun 2014 | $287.1M | $287.1M | $0 | 11 | 700 |
| Mar 2014 | $287.1M | $287.1M | $0 | 11 | 700 |
| Apr 2013 | $251.6M | $251.6M | $0 | 11 | 600 |
| Apr 2013 | $251.6M | $251.6M | $0 | 11 | 600 |
| Mar 2012 | $263M | $263M | $0 | 11 | 500 |
| Mar 2011 | $241.2M | $241.2M | $0 | -- | -- |
| Mar 2010 | $221.9M | $221.9M | $0 | 10 | -- |
| Mar 2009 | $185.4M | $185.4M | $0 | 10 | -- |
| Feb 2009 | $185.4M | $185.4M | $0 | 10 | -- |
| Mar 2008 | $219.6M | $219.6M | $0 | 10 | -- |
| Mar 2007 | $154.2M | $154.2M | $0 | 10 | -- |
| Jan 2007 | $118.1M | $118.1M | $0 | 5 | -- |
| Mar 2006 | $118.1M | $118.1M | $0 | 5 | -- |
| Jan 2006 | $95.4M | $95.4M | $0 | 5 | -- |
| Feb 2005 | $95.4M | $95.4M | $0 | 5 | -- |
| Sep 2004 | $72.4M | $72.4M | $0 | 5 | -- |
| Apr 2004 | $72.4M | $72.4M | $0 | 5 | -- |
| Apr 2002 | $41.5M | $0 | $41.5M | 5 | -- |
DateOct 2015
Total AUM$332M
Discretionary$327M
Non-Disc.$5M
Employees13
Clients700
DateSep 2015
Total AUM$332M
Discretionary$327M
Non-Disc.$5M
Employees13
Clients700
DateSep 2015
Total AUM$332M
Discretionary$327M
Non-Disc.$5M
Employees13
Clients700
DateJul 2015
Total AUM$332M
Discretionary$327M
Non-Disc.$5M
Employees13
Clients700
DateJun 2015
Total AUM$332M
Discretionary$327M
Non-Disc.$5M
Employees13
Clients700
DateApr 2015
Total AUM$332M
Discretionary$327M
Non-Disc.$5M
Employees13
Clients700
DateApr 2015
Total AUM$332M
Discretionary$327M
Non-Disc.$5M
Employees13
Clients700
DateMar 2015
Total AUM$332M
Discretionary$327M
Non-Disc.$5M
Employees13
Clients700
DateFeb 2015
Total AUM$332M
Discretionary$327M
Non-Disc.$5M
Employees13
Clients700
DateAug 2014
Total AUM$287.1M
Discretionary$287.1M
Non-Disc.$0
Employees11
Clients700
DateJun 2014
Total AUM$287.1M
Discretionary$287.1M
Non-Disc.$0
Employees11
Clients700
DateMar 2014
Total AUM$287.1M
Discretionary$287.1M
Non-Disc.$0
Employees11
Clients700
DateApr 2013
Total AUM$251.6M
Discretionary$251.6M
Non-Disc.$0
Employees11
Clients600
DateApr 2013
Total AUM$251.6M
Discretionary$251.6M
Non-Disc.$0
Employees11
Clients600
DateMar 2012
Total AUM$263M
Discretionary$263M
Non-Disc.$0
Employees11
Clients500
DateMar 2011
Total AUM$241.2M
Discretionary$241.2M
Non-Disc.$0
Employees--
Clients--
DateMar 2010
Total AUM$221.9M
Discretionary$221.9M
Non-Disc.$0
Employees10
Clients--
DateMar 2009
Total AUM$185.4M
Discretionary$185.4M
Non-Disc.$0
Employees10
Clients--
DateFeb 2009
Total AUM$185.4M
Discretionary$185.4M
Non-Disc.$0
Employees10
Clients--
DateMar 2008
Total AUM$219.6M
Discretionary$219.6M
Non-Disc.$0
Employees10
Clients--
DateMar 2007
Total AUM$154.2M
Discretionary$154.2M
Non-Disc.$0
Employees10
Clients--
DateJan 2007
Total AUM$118.1M
Discretionary$118.1M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$118.1M
Discretionary$118.1M
Non-Disc.$0
Employees5
Clients--
DateJan 2006
Total AUM$95.4M
Discretionary$95.4M
Non-Disc.$0
Employees5
Clients--
DateFeb 2005
Total AUM$95.4M
Discretionary$95.4M
Non-Disc.$0
Employees5
Clients--
DateSep 2004
Total AUM$72.4M
Discretionary$72.4M
Non-Disc.$0
Employees5
Clients--
DateApr 2004
Total AUM$72.4M
Discretionary$72.4M
Non-Disc.$0
Employees5
Clients--
DateApr 2002
Total AUM$41.5M
Discretionary$0
Non-Disc.$41.5M
Employees5
Clients--