Overview
Assets Under Management: $134 million
Headquarters: ROCHESTER, NY
High-Net-Worth Clients: 29
Average Client Assets: $3 million
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