ADRIAN DAY ASSET MANAGEMENT

Lots 81-82, Street C, Ste. 206
Dorado, Puerto Rico 00646
Tel: 410-224-2037

About ADRIAN DAY ASSET MANAGEMENT

ADRIAN DAY ASSET MANAGEMENT, formally registered with the SEC as ADRIAN DAY ASSET MANAGEMENT. The firm was established in 06/26/1991. They have over 2 offices throughout the country.

ADRIAN DAY ASSET MANAGEMENT is a Dorado, Puerto Rico based Financial Planning firm with nearly $101,458,129 assets under management, offering retirement planning & investment advisory services to 241 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	105985
SEC#	801-39145
Assets Managed by Firm	$101,458,129
No. of Clients	241
No. of Advisors	2

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	241	$101,458,129
Individuals (other than high net worth individuals)	34	$4,360,542
High net worth individuals	103	$94,546,043
Pension and profit sharing plans	4	$2,437,972

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