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Home > Retirement Planners > florida > sarasota > DAY HAGAN ASSET MANAGEMENT
DAY HAGAN ASSET MANAGEMENT
1000 S. Tamiami Trail
Sarasota, Florida 34236
Tel: 941-330-1702
About DAY HAGAN ASSET MANAGEMENT
DAY HAGAN ASSET MANAGEMENT, formally registered with the SEC as DAY HAGAN ASSET MANAGEMENT. The firm was established in 03/09/2006. They have over 2 offices throughout the country.
DAY HAGAN ASSET MANAGEMENT is a Sarasota, Florida based Financial Planning firm with nearly $842,839,288 assets under management, offering retirement planning & investment advisory services to 587 clients. The firm is staffed with 10 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 139671 |
| SEC# | 801-66337 |
| Assets Managed by Firm | $842,839,288 |
| No. of Clients | 587 |
| No. of Advisors | 10 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Commission Based
- Other (THIRD PARTY ADVISORY FEES)
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 587 | $842,839,288 |
| Individuals (other than high net worth individuals) | 196 | $41,137,325 |
| High net worth individuals | 48 | $120,312,661 |
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