HAFELE INVESTMENTS

HAFELE INVESTMENTS, INC.

CRD 341803 · SEC 801-136566

Corporate platformCorporation

Large incorporated asset manager or corporate group — typically not a local adviser team.

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500 NORTH HURSTBOURNE PARKWAY, SUITE 425, LOUISVILLE, KY, 40222, United States

Registration

Registered (APPROVED-120)

Source

SEC registered

Total AUM

$57.7M

Discretionary AUM

$57.7M

Team

4 total employees; 3 advisory reps

Clients

Fees

Percentage of AUM; Fixed fees

Org form

Corporation

Filing date

2026-06-18

Disciplinary history

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Services

Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)

Client types

Type	Clients	AUM
Pooled investment vehicles	9	$57.7M

States served

IN, KY, TX, FL

All web addresses on file

Official SEC filing: View on IAPD