| 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 |
Haverdink Financial Management, L.L.C. reports $191.3 million in regulatory assets under management on its Form ADV.
Haverdink Financial Management, L.L.C. reports 3 employees.
Haverdink Financial Management, L.L.C. is based in Portage, MI and has been SEC-registered since 2018.
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.
| 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 |
| Discretionary | $191.3M |
| Non-discretionary | $0 |
| Total (RAUM) | $191.3M |