Investment adviser · CRD 164267
FAIRHAVEN FINANCIAL ADVISORS, INC.
Investment adviser filing (IA)
BELLINGHAM, WA, United States · Form ADV filed Feb 13, 2013
- Regulatory AUM
- $42.6M Form ADV · Item 5.F
- Client accounts
- 301 Accounts, not individual clients
- Employees
- 3 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Feb 13, 2013. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Selection of other advisers · Publication of newsletters · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed
Principal office
405 32ND STREET SUITE 201BELLINGHAM, WA, 98225, United States
CRD 164267
Filing source
Form ADV 701573 · Feb 13, 2013 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.