HALYARD ASSET MANAGEMENT LLC

399 Knollwood Road
Suite 107b
White Plains, New York 10603
Tel: 914-437-5600

About HALYARD ASSET MANAGEMENT LLC

HALYARD ASSET MANAGEMENT LLC, formally registered with the SEC as HALYARD ASSET MANAGEMENT LLC. The firm was established in 07/21/2010. They have over 1 offices throughout the country.

HALYARD ASSET MANAGEMENT LLC is a White Plains, New York based Financial Planning firm with nearly $1,344,005,740 assets under management, offering retirement planning & investment advisory services to 23 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	154493
SEC#	801-71687
Assets Managed by Firm	$1,344,005,740
No. of Clients	23
No. of Advisors	4

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	23	$1,344,005,740
High net worth individuals	5	$7,349,263
Charitable organizations	1	$1,687,878
Other investment advisers	11	$1,212,782,373
Corporations or other businesses	5	$51,265,751

More Retirement Planning firms in White Plains, New York:

Firm Name	Assets Under Management	Total Clients	Total Advisors
J.P. MORGAN INVESTMENT MANAGEMENT INC. 383 Madison Avenue New York, NY, 10179-0001	$2,549,092,782,514	92898	3167
GOLDMAN SACHS ASSET MANAGEMENT, L.P. 200 West Street New York, NY, 10282	$1,661,286,615,154	189311	1305
MORGAN STANLEY 2000 Westchester Avenue Purchase, NY, 10577-2530	$1,402,425,838,334	2405783	29300
BLACKROCK FINANCIAL MANAGEMENT, INC 50 Hudson Yards New York, NY, 10001	$1,288,497,806,439	2184	6407
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED One Bryant Park New York, NY, 10036	$1,271,593,679,276	2911578	34934

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