Haddon Group LLC
Firm details
- Headquarters
- ,
- CRD number
- 307998
- Custodians
- ALTRUIST FINANCIAL LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Haddon Group LLC is an independent, individually owned registered investment adviser operating as a limited liability company that serves individuals and families. The firm combines financial planning with portfolio management targeted at individual clients and small businesses. Its compensation mixes asset-based fees and fixed fees. Haddon Group is not positioned as a capital allocator to external managers, does not identify as an active ESG investor, and its filing indicates it does not operate across multiple states or as a pension consultant.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- State & Local Bonds95%
- Exchange Traded Equities3%
- Cash & Cash Equivalents2%
Contacts
1 of 1
Daryl Crow
Founder and Financial AdvisorCRD 7238142
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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