Haykin, Michael

RIASEC RegisteredEst. 2026
Total AUM
$125M
Discretionary
$125M
100% of AUM
Avg account
$655K
Accounts
190
Employees
2
Advisory reps
2

Firm details

Headquarters
,
CRD number
113249
Registered since
June 18, 2026
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI89.39%
  • Individuals10.61%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Michael Haykin operates a sole-proprietorship independent RIA that provides discretionary portfolio management primarily for individuals, families and small businesses. The firm charges fees based on a percentage of assets under management and is registered with the SEC in 2026. Investment activity focuses on liquid equities and exchange-traded instruments, with supplementary allocations to real estate through third-party alternative managers. The adviser is not positioned as an ESG-focused manager, does not act as a pension consultant or multi-state adviser, and is not organized as a capital allocator or related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 94%, Cash & Cash Equivalents 3%, Investment Grade Corp Bonds 2%, US Government Bonds 1%94%
  • Exchange Traded Equities94%
  • Cash & Cash Equivalents3%
  • Investment Grade Corp Bonds2%
  • US Government Bonds1%

Contacts

2 of 2
  • Daniel Haykin

    Daniel Haykin

    PartnerCRD 5063750

  • Michael Haykin

    Michael Haykin

    PartnerCRD 4409639

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth