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HAYS ADVISORY, LLC
FRANKLIN, TN
615-467-6070
SEC #801-60453Total AUM
$292.8M
Employees
10Clients
1,219Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
436 MAIN STREET
SUITE 205
FRANKLIN
TN 37064
United States
SUITE 205
FRANKLIN
TN 37064
United States
Operating Hours
7:30 A.M -- 4:00 P.M.
Monday - Friday
Monday - Friday
Phone
615-467-6070
Financials
Total AUM
$292.8M
Accounts
1,219Discretionary
$292.8M
Accounts
1,219Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
1,167AUM
$254M
HNW Individual Clients
8AUM
$26.6M
Pension/Profit Sharing Plan Clients
13AUM
$5.6M
Charitable Organization Clients
3AUM
$1.1M
Corporation or Business Clients
28AUM
$5.6M
Services
Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension ConsultingPublications
Other Services
MODEL PORTFOLIOS ON THIRD PARTY PLATFORMS
Compensation Types
Charges Other FeeCharges Percentage AUMCharges Subscription Fee
Other Compensation
MODEL STRATEGIES FEES
Compliance
Disclosures
None reported
State Registrations
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Affiliates
Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.