RIA Intel›Advisers›Washington›HABERLING FINANCIAL GROUP, INC.

HABERLING FINANCIAL GROUP, INC.

Advisory

N·KENNEWICK, WA

Data as of Oct 21, 2015 · Source: SEC Form ADV

Total AUM

$332M

1-Year AUM Growth

+15.7%

3-Year CAGR

+6.7%

Employees

5

Assets Under Management

Total AUM$332M

Discretionary AUM$327M

Non-Discretionary AUM$5M

Discretionary %98.5%

Total Clients—

Team

Total Employees5

Investment Advisers13

Employee Growth (1Y)—

Filing History

Total Filings on Record31

First FilingApr 26, 2002

Latest FilingOct 21, 2015

🔒 Full AUM trend chart and 31 historical filings spanning 13+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

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📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on HABERLING FINANCIAL GROUP, INC.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.