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Home > Retirement Planners > minnesota > edina > HAYS FINANCIAL GROUP, LLC
HAYS FINANCIAL GROUP, LLC
200 Southdale Center
Suite 700
Edina, Minnesota 55435
Tel: (612) 373-9863
About HAYS FINANCIAL GROUP, LLC
HAYS FINANCIAL GROUP, LLC, formally registered with the SEC as HAYS FINANCIAL GROUP, LLC. The firm was established in 01/04/2021. They have over 2 offices throughout the country.
HAYS FINANCIAL GROUP, LLC is a Edina, Minnesota based Financial Planning firm with nearly $5,098,398,433 assets under management, offering retirement planning & investment advisory services to 378 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 306877 |
| SEC# | 801-118389 |
| Assets Managed by Firm | $5,098,398,433 |
| No. of Clients | 378 |
| No. of Advisors | 7 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 378 | $5,098,398,433 |
| Individuals (other than high net worth individuals) | 140 | $23,681,573 |
| High net worth individuals | 8 | $29,359,895 |
| Pension and profit sharing plans | 226 | $4,845,647,596 |
| Charitable organizations | 13 | $48,017,952 |
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|---|---|---|---|
| $479,793,782,427 | 2284921 | 13903 | |
| $176,091,949,959 | 88 | 77 | |
| $137,829,756,000 | 3 | 200 | |
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| $85,511,782,543 | 279 | 102 |
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