Overview
Assets Under Management: $526 million
Headquarters: MADISON, NJ
High-Net-Worth Clients: 31
Average Client Assets: $17.0 million
Frequently Asked Questions
HAYMARKET WEALTH 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 #164442), HAYMARKET WEALTH MANAGEMENT LLC is subject to fiduciary duty under federal law.
HAYMARKET WEALTH MANAGEMENT LLC is headquartered in MADISON, NJ.
HAYMARKET WEALTH MANAGEMENT LLC serves 31 high-net-worth clients according to their SEC filing dated March 27, 2023. View client details ↓
According to their SEC Form ADV, HAYMARKET WEALTH MANAGEMENT LLC offers financial planning and portfolio management for individuals. View all service details ↓
HAYMARKET WEALTH MANAGEMENT LLC manages $526 million in client assets according to their SEC filing dated March 27, 2023.
According to their SEC Form ADV, HAYMARKET WEALTH MANAGEMENT LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 31
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 100.00%
Average Client Assets: $17.0 million
Total Client Accounts: 270
Discretionary Accounts: 179
Non-Discretionary Accounts: 91
Regulatory Filings
CRD Number: 164442
Filing ID: 1741052
Last Filing Date: 2023-03-27 10:27:00