Adviser Profile

As of Date 06/15/2026
Registration SEC, Approved, 06/18/2026
Other registrations (2)
Former registrations

HAYKIN, MICHAEL

Contact Info 303 xxxxxxx
AUM* 124,534,472
of that, discretionary 124,534,472
Number of Employees 2
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 655,445
% High Net Worth 50.00%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

125M 107M 89M 71M 53M 36M 18M
2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees