# WATERFORD FINANCIAL MANAGEMENT, LLC

WATERFORD FINANCIAL MANAGEMENT, LLC of FAIR HAVEN, MI is an SEC-registered investment adviser.

## Registration

- CRD: 143810
- Type: SEC-registered investment adviser
- Location: 9834 DIXIE HWY., FAIR HAVEN, MI, 48023
- Phone: 810-354-2055
- Latest filing: 2026-03-28
- Regulatory AUM: $44.0M
- Discretionary AUM: $44.0M
- Clients: 1
- Accounts: 132

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pensions

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/143810/brochure
- Similar advisers: https://search.stillhousedata.com/firm/143810/similar
- Related entities: https://search.stillhousedata.com/firm/143810/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/143810

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.