Haberling Financial Group, Inc. (Kennewick)

Name: Haberling Financial Group, Inc.
Address: 1141 North Edison, Kennewick, WA, 99336
Telephone: 509-735-7507

Haberling Financial Group, Inc. is a large advisory firm based in Kennewick. It manages $332.02 million of regulatory assets for 2,239 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdictions of Arizona, California, Idaho, and 6 other states.

Haberling Financial Group provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and pension consulting services. It prepares financial plans for approximately 700 clients. On top of advisory services, the firm doesn't engage in other business activities.

Haberling Financial Group: assets under management

The assets under management (AUM) of Haberling Financial Group, Inc. is $332.02 million. The firm's AUM has grown by 522% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $327.02 million in discretionary accounts and $5 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $146.38 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $999.39 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Haberling Financial Group, Inc. for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Haberling Financial Group, Inc.

Jon Tyler Haberling has been acting as President since 1 Jan 1982. William Ting Hsiang Wang joined the executive team most recently as the Minority Owner.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Jon Tyler Haberling	President	1 Jan 1982	50% - 75%	1177265
Benjamin David Messinger	Vice president	1 Jan 2009	Other	4267174
Timothy Michael Tallman	Treasurer	1 Jan 2009	Other	4851704
Stephen Norris Palm	Operations officer	1 Dec 2012	Other	5027483
Robert M Lagonegro	Investment advisor	1 Dec 2012	Other	5085481
Robert M Lagonegro	Chief compliance officer	1 Jan 2014	Other	5085481
William Ting Hsiang Wang	Minority owner	1 Jan 2015	Other	5986075

Based in Kennewick

The principal office where Haberling Financial Group, Inc. performs its advisory services is located at 1141 North Edison, Kennewick, WA 99336, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 509-735-7507 or by fax 877-434-1981. The normal business hours are 8:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at hfginvest.com.