HAVERDINK FINANCIAL MANAGEMENT, L.L.C.
Legal name: HAVERDINK FINANCIAL MANAGEMENT, LLC
CRD #131236 SEC #801-112557 PORTAGE, MI 269-321-5070
SEC Registered
Total AUM
$191.3M
Discretionary
$191.3M
Employees
3
Clients
10
Accounts
463
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $191.3M | $191.3M | $0 | 3 | 0 |
| Jan 2025 | $191.3M | $191.3M | $0 | 3 | 0 |
| Apr 2024 | $171.3M | $171.3M | $0 | 3 | 0 |
| Feb 2024 | $171.3M | $171.3M | $0 | 2 | 0 |
| Jul 2023 | $140.1M | $140.1M | $0 | 2 | 0 |
| Feb 2023 | $140.1M | $140.1M | $0 | 2 | 0 |
| Jun 2022 | $154.4M | $154.4M | $0 | 2 | 0 |
| Mar 2022 | $154.4M | $154.4M | $0 | 2 | 0 |
| Feb 2022 | $154.4M | $154.4M | $0 | 2 | 0 |
| Jan 2021 | $139.4M | $139.4M | $0 | 2 | 0 |
| Jun 2020 | $124.6M | $124.6M | $0 | 2 | 0 |
| Jan 2020 | $124.6M | $124.6M | $0 | 2 | 0 |
| Apr 2019 | $104.9M | $104.9M | $0 | 2 | 1 |
| Feb 2019 | $104.9M | $104.9M | $0 | 2 | 139 |
| Feb 2018 | $112.1M | $112.1M | $0 | 2 | 157 |
| Jun 2012 | $55.7M | $54.1M | $1.6M | 1 | 26 |
| Mar 2012 | $55.7M | $54.1M | $1.6M | 1 | 26 |
| Mar 2011 | $56.8M | $55.3M | $1.5M | 5 | -- |
| Mar 2010 | $48.9M | $47.5M | $1.4M | 5 | -- |
| Mar 2007 | $39.1M | $37.1M | $1.9M | 5 | -- |
DateFeb 2025
Total AUM$191.3M
Discretionary$191.3M
Non-Disc.$0
Employees3
Clients0
DateJan 2025
Total AUM$191.3M
Discretionary$191.3M
Non-Disc.$0
Employees3
Clients0
DateApr 2024
Total AUM$171.3M
Discretionary$171.3M
Non-Disc.$0
Employees3
Clients0
DateFeb 2024
Total AUM$171.3M
Discretionary$171.3M
Non-Disc.$0
Employees2
Clients0
DateJul 2023
Total AUM$140.1M
Discretionary$140.1M
Non-Disc.$0
Employees2
Clients0
DateFeb 2023
Total AUM$140.1M
Discretionary$140.1M
Non-Disc.$0
Employees2
Clients0
DateJun 2022
Total AUM$154.4M
Discretionary$154.4M
Non-Disc.$0
Employees2
Clients0
DateMar 2022
Total AUM$154.4M
Discretionary$154.4M
Non-Disc.$0
Employees2
Clients0
DateFeb 2022
Total AUM$154.4M
Discretionary$154.4M
Non-Disc.$0
Employees2
Clients0
DateJan 2021
Total AUM$139.4M
Discretionary$139.4M
Non-Disc.$0
Employees2
Clients0
DateJun 2020
Total AUM$124.6M
Discretionary$124.6M
Non-Disc.$0
Employees2
Clients0
DateJan 2020
Total AUM$124.6M
Discretionary$124.6M
Non-Disc.$0
Employees2
Clients0
DateApr 2019
Total AUM$104.9M
Discretionary$104.9M
Non-Disc.$0
Employees2
Clients1
DateFeb 2019
Total AUM$104.9M
Discretionary$104.9M
Non-Disc.$0
Employees2
Clients139
DateFeb 2018
Total AUM$112.1M
Discretionary$112.1M
Non-Disc.$0
Employees2
Clients157
DateJun 2012
Total AUM$55.7M
Discretionary$54.1M
Non-Disc.$1.6M
Employees1
Clients26
DateMar 2012
Total AUM$55.7M
Discretionary$54.1M
Non-Disc.$1.6M
Employees1
Clients26
DateMar 2011
Total AUM$56.8M
Discretionary$55.3M
Non-Disc.$1.5M
Employees5
Clients--
DateMar 2010
Total AUM$48.9M
Discretionary$47.5M
Non-Disc.$1.4M
Employees5
Clients--
DateMar 2007
Total AUM$39.1M
Discretionary$37.1M
Non-Disc.$1.9M
Employees5
Clients--