HABERKORN FINANCIAL SERVICES, INC.
HABERKORN FINANCIAL SERVICES, INC. of LOUISVILLE, CO is an SEC-registered investment adviser (CRD 113115). Regulatory assets under management: $32.0M.
Registration
- CRD: 113115
- SEC file number: 801-64209
- Type: Registered investment adviser
- Location: 357 MCCASLIN BLVD, LOUISVILLE, CO, 80027-2932
- Phone: 303-926-4900
- Latest filing: 2026-03-26
- Regulatory AUM: $32.0M
- Discretionary AUM: $32.0M
- Clients: 2
- Accounts: 54
Business model
Compensation: % of AUM.
Clients served: High net worth, Other.
Officers, owners & control persons (1)
| Name | Role | Location |
|---|
| HABERKORN DENNIS JOSEPH | CHIEF COMPLIANCE OFFICER; PRESIDENT/SHAREHOLDER | — |
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