HaberKorn Financial Services, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$31,362,997
Clients
32
Advisors
1
of 2 employees
About
Haberkorn Financial Services, Inc. provides portfolio management and related advisory services to individuals (including both high-net-worth and non-high-net-worth clients), charitable organizations, corporations and other business entities, and trusts, and reported managing approximately $28.5 million in client assets as of December 31, 2024. The firm also offers accounting, tax and business-management services through its principal, who is a licensed Certified Public Accountant.
The firm’s investment approach emphasizes strategic asset allocation and diversification, with a preference for passive exposure via mutual funds and exchange-traded funds, periodic rebalancing, and consideration of tax effects; accounts are reviewed at least quarterly and may be managed on a discretionary or non-discretionary basis. Typical portfolio implementation favors long-term holdings and broad diversification, and the firm generally executes client transactions separately rather than aggregating block trades.
What distinguishes the firm is the combination of an active accounting/tax practice with investment advisory services and its operation as a single-shareholder, small advisory practice that serves both corporate/business clients and a mix of high-net-worth and non-high-net-worth individuals. The firm does not serve as a private fund adviser and, as a matter of policy, generally leaves proxy voting and related corporate actions to clients unless asked to assist.
Client services
Expertise
Fee options
$0 - $500,000: 1.00% $500,000 - $750,000: 0.75% $750,000+: 0.50%
Main office
357 S. McCaslin Blvd., Suite 200
Louisville CO 80027
Advisors at this office
1
Most active in
Colorado
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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