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FAIRHAVEN FINANCIAL ADVISORY CORPORATION
CRD 124266 · SEC 801-129226
1400 ABBOT ROAD, STE 330, EAST LANSING, MI, 48823, United States
Phone
517-332-2900
Fax
517-332-2909
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$377.6M
Discretionary AUM
$358.1M
Team
7 total employees; 4 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees; TEACHING CLASS & SEMINAR FEES
Org form
Corporation
Filing date
2026-01-15
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 730 | $196.4M |
| High net worth individuals | 75 | $162.8M |
States served
MI, NC, OH, TX, FL
All web addresses on file
Official SEC filing: View on IAPD