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Fairhaven Financial Advisory Corporation

● SEC registered since 2023CRD 124266SEC# 801-129226East Lansing, MI
Export (members)
Reg. AUM
$323.3M
Employees
7
Accounts
1,027
Location
East Lansing, MI

Fairhaven Financial Advisory Corporation assets under management

Fairhaven Financial Advisory Corporation operates as an SEC-registered investment adviser based in East Lansing, MI. The firm has been registered since 2023. It reports $323.3 million in regulatory assets under management and employs 7 people.

Fairhaven Financial Advisory Corporation owners & executives

4 reported
NameTitleOwnershipSince
Jonathan Ryan BrooksInvestment Advisor Representative5-10%2023
Joseph R Brooks ControlPresidentOver 75%1996
Joshua Scott RoberdsInvestment Advisor Representative5-10%2023
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Frequently asked questions

How much does Fairhaven Financial Advisory Corporation manage?

Fairhaven Financial Advisory Corporation reports $323.3 million in regulatory assets under management on its Form ADV.

How many employees does Fairhaven Financial Advisory Corporation have?

Fairhaven Financial Advisory Corporation reports 7 employees.

Where is Fairhaven Financial Advisory Corporation located?

Fairhaven Financial Advisory Corporation is based in East Lansing, MI and has been SEC-registered since 2023.

Does Fairhaven Financial Advisory Corporation disclose fund performance?

Fairhaven Financial Advisory Corporation is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1400 Abbot Road, Ste 330, East Lansing, MI 48823
Phone517-332-2900
Fax517-332-2909
Office hours9:00a.m. - 4:30p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$307.3M
Non-discretionary$16M
Total (RAUM)$323.3M