firm profile
Fairhaven Financial Advisory Corporation
Overview
Fairhaven Financial Advisory Corporation is an SEC registered investment adviser based in East Lansing, MI, registered since 1999. It reports $378M in assets under management across 1,078 accounts, with 7 employees. It has 4 investment adviser representatives.
- Reported AUM
- $378M
- Discretionary
- 95%
- Accounts
- 1,078
- Average account
- $35K
- Employees
- 7
- Advisory reps
- 4
- Registered since
- 1999
- Jurisdictions
- 5
As reported in the firm's January 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Fixed Fees, Hourly Charges, Other Fees and Percentage of Assets
Executive officers 3 of 4
- Jonathan Ryan Brooks President, Treasurer CRD 6696538
- Joseph R Brooks Founder CRD 712568
- Rachel C Anderson Chief Compliance Officer CRD 5427633
1 more executive officer, with direct contact details
Advisory reps 3 of 4
- Rachel C Anderson Registered Rep · Investment Adviser Rep CRD 5427633
- Jonathan Ryan Brooks Insurance Agent · Investment Adviser Rep CRD 6696538
- Joseph Ray Brooks Insurance Agent · Registered Rep · Investment Adviser Rep CRD 712568
1 more advisory rep, with emails, phones and branch locations
Location
- Headquarters
- 1400 Abbot Rd Ste 330
East Lansing, MI 48823 - County
- Ingham
- Metro area
- Lansing-East Lansing, MI
- Region
- Midwest
Registrations
- SEC registered
- Registered in 5 jurisdictions
Every state, with registration dates
Similar firms near East Lansing
- Brick Capital Management IncEast Lansing, MI$2.8B AUM
- Fairway Investment Group, LLCEast Lansing, MI$107M AUM
- Drivenwealth, LLCEast Lansing, MI$27.1M AUM
- Ace ManagementEast Lansing, MI$13.5M AUM
- Jackson National Asset Management, LLCLansing, MI$246B AUM
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