Haberkorn Financial Services, Inc. is an adviser based in Louisville. It manages $22.01 million of regulatory assets for 69 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of Colorado.
Haberkorn Financial Services provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Haberkorn Financial Services, Inc. is $22.01 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -34% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Haberkorn Financial Services, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Haberkorn Financial Services, Inc. performs its advisory services is located at 357 Mccaslin Blvd, Louisville, CO 80027 2932, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 303-926-4900 or by fax 303-926-5249. The normal business hours are 7:30a.m. to 4:30p.m. on Monday - Friday.