Fairhaven Wealth Management is an investment advisor in Wheaton with $718.97 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
472674388
SEC advisor number
801-80596
FINRA CRD number
173771
AUM ?
$699.76 mm
(as of 15 Mar 24)
Accounts
1,596
(as of 15 Mar 24)
Employees
19
(11 investment advisory or research)
Address
Fairhaven Wealth Management
2015 SPRING ROAD, SUITE 230
OAK BROOK
IL 60523
2015 SPRING ROAD, SUITE 230
OAK BROOK
IL 60523
Phone
630 333-9207
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
8 Feb 24
13F-HR
Quarterly holdings report by institutional manager
14 Nov 23
13F-HR
Quarterly holdings report by institutional manager
11 Aug 23
13F-HR
Quarterly holdings report by institutional manager
10 Feb 23
13F-HR
Quarterly holdings report by institutional manager
10 Nov 22
13F-HR
Quarterly holdings report by institutional manager
8 Aug 22
13F-HR
Quarterly holdings report by institutional manager
16 May 22
13F-HR
Quarterly holdings report by institutional manager
18 Jan 22
13F-HR
Quarterly holdings report by institutional manager
10 Nov 21
13F-HR
Quarterly holdings report by institutional manager
9 Aug 21