HAYES ASSET MANAGEMENT, LLC

400 Andrews Street, Suite 600
Rochester, New York 14604
Tel: 585-730-6951

About HAYES ASSET MANAGEMENT, LLC

HAYES ASSET MANAGEMENT, LLC, formally registered with the SEC as HAYES ASSET MANAGEMENT, LLC. The firm was established in 07/19/2006. They have over 1 offices throughout the country.

HAYES ASSET MANAGEMENT, LLC is a Rochester, New York based Financial Planning firm with nearly $133,842,600 assets under management, offering retirement planning & investment advisory services to 310 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	141220
SEC#	801-67003
Assets Managed by Firm	$133,842,600
No. of Clients	310
No. of Advisors	4

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	310	$133,842,600
Individuals (other than high net worth individuals)	87	$18,802,900
High net worth individuals	31	$114,932,700
Charitable organizations	1	$107,000

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