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Building 2J. HAGAN CAPITAL, INC.

Map pinLOUISVILLE, KY
Phone(502) 690-5635
NotebookSEC #801-121718
Total AUM
$341.8M
Employees
12
Clients
876

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8311 SHELBYVILLE ROAD
LOUISVILLE
KY 40222
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
(502) 690-5635
Other Offices
5

ReceiptFinancials

Total AUM
$341.8M
Accounts
1,689
Discretionary
$213M
Accounts
1,051
Non-Discretionary
$128.8M
Accounts
638

ContactClients

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Individual Clients
713
AUM
$169.8M
HNW Individual Clients
72
AUM
$127.3M
Pooled Vehicle Clients
91
AUM
$44.7M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Dismissed Civil Action (Settlement)
State Registrations
FLINKYLAMDOHTXVAWI

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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