Overview
Assets Under Management: $134 million
Headquarters: ROCHESTER, NY
High-Net-Worth Clients: 29
Average Client Assets: $3 million
Frequently Asked Questions
HAYES ASSET MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #141220), HAYES ASSET MANAGEMENT, LLC is subject to fiduciary duty under federal law.
HAYES ASSET MANAGEMENT, LLC is headquartered in ROCHESTER, NY.
HAYES ASSET MANAGEMENT, LLC serves 29 high-net-worth clients according to their SEC filing dated March 26, 2024. View client details ↓
According to their SEC Form ADV, HAYES ASSET MANAGEMENT, LLC offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
HAYES ASSET MANAGEMENT, LLC manages $134 million in client assets according to their SEC filing dated March 26, 2024.
According to their SEC Form ADV, HAYES ASSET MANAGEMENT, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 29
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 82.55
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 310
Discretionary Accounts: 292
Non-Discretionary Accounts: 18
Regulatory Filings
CRD Number: 141220
Last Filing Date: 2024-03-26 00:00:00
Website: https://hayesassetmgt.com