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FAIRHAVEN FINANCIAL ADVISORY CORPORATION

dba FAIRHAVEN FINANCIAL ADVISORY CORPORATION · CRD 124266 · Registered Investment Adviser

FAIRHAVEN FINANCIAL ADVISORY CORPORATION is a Registered Investment Adviser headquartered in EAST LANSING, MI. The firm reports $377,639,674 in regulatory assets under management across 1,078 accounts. It reports no Form ADV Item 11 disciplinary disclosures.

Regulatory assets under management

Discretionary$358,066,079
Non-discretionary$19,573,595
Total RAUM$377,639,674
Accounts1,078

Disciplinary history (Form ADV Item 11)

This adviser reports no Form ADV Item 11 disciplinary events.

About this data

Form ADV is the uniform registration form every investment adviser files with the U.S. Securities and Exchange Commission (and state regulators). Part 1A captures the firm's identity, assets under management, client base, custody arrangements, and disciplinary disclosures. This page mirrors the SEC's monthly firm-roster export with citations to the Investment Adviser Public Disclosure (IAPD) system, where the full brochure (Part 2) and disciplinary detail are available.

References

  1. U.S. Securities and Exchange Commission. Investment Adviser Public Disclosure — CRD 124266. adviserinfo.sec.gov/firm/summary/124266.
  2. SEC Form ADV firm roster (FOIA monthly export). sec.gov Form ADV data.

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