Fairhaven Financial Advisory Corporation
Fairhaven Financial Advisory Corporation is an SEC-registered mass-market adviser in East Lansing, MI with $377.6M assets under management (AUM, regulatory AUM), +17% over one year. See who owns Fairhaven Financial Advisory Corporation: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 124266, SEC 801-129226, data through 2026-01-15.
- AUM (assets under management / regulatory AUM)
- $377.6M (2026-01-15)
- Firm type
- Mass-Market Adviser
- Location
- East Lansing, MI
- Employees
- 7
- Clients
- 805
- CRD
- 124266
- Ownership
- Brooks, Joseph, R; ANDERSON, RACHEL, C; ROBERDS, JOSHUA, SCOTT; BROOKS, JONATHAN, RYAN
How much AUM does Fairhaven Financial Advisory Corporation have?
Fairhaven Financial Advisory Corporation reported $377.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-01-15).
Who owns Fairhaven Financial Advisory Corporation?
Disclosed owners and executives of Fairhaven Financial Advisory Corporation include Brooks, Joseph, R, ANDERSON, RACHEL, C, ROBERDS, JOSHUA, SCOTT, BROOKS, JONATHAN, RYAN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.