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HABERKORN FINANCIAL SERVICES, INC.
CRD 113115 · SEC 801-64209
357 MCCASLIN BLVD, SUITE 200, LOUISVILLE, CO, 80027-2932, United States
Phone
303-926-4900
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$32.0M
Discretionary AUM
$32.0M
Team
2 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-26
Disciplinary history
No
Services
Portfolio management (individuals)TAX, ACCOUNTING & BUSINESS MANAGEMENT SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 17 | $7.3M |
| High net worth individuals | 15 | $24.0M |
| Corporations/business entities | 1 | $623K |
Official SEC filing: View on IAPD