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Building 2DAY HAGAN ASSET MANAGEMENT

Map pinSARASOTA, FL
Phone941-330-1702
NotebookSEC #801-66337
Total AUM
$842.8M
Employees
10
Clients
247

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1000 S. TAMIAMI TRAIL
SARASOTA
FL 34236
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
941-330-1702
Other Offices
1

ReceiptFinancials

Total AUM
$842.8M
Accounts
587
Discretionary
$842.2M
Accounts
577
Non-Discretionary
$593.8K
Accounts
10

ContactClients

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Individual Clients
196
AUM
$41.1M
HNW Individual Clients
48
AUM
$120.3M
Investment Company Clients
3
AUM
$681.4M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionCompany Portfolio ManagementFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
THIRD PARTY ADVISORY FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOFLGAILMIMNNHOHTXVA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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