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DAY HAGAN ASSET MANAGEMENT

1000 S. Tamiami Trail
Sarasota, Florida 34236
Tel: 941-330-1702

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About DAY HAGAN ASSET MANAGEMENT

DAY HAGAN ASSET MANAGEMENT, formally registered with the SEC as DAY HAGAN ASSET MANAGEMENT. The firm was established in 03/09/2006. They have over 2 offices throughout the country.

DAY HAGAN ASSET MANAGEMENT is a Sarasota, Florida based Financial Planning firm with nearly $842,839,288 assets under management, offering retirement planning & investment advisory services to 587 clients. The firm is staffed with 10 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#139671
SEC#801-66337
Assets Managed by Firm$842,839,288
No. of Clients587
No. of Advisors10

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees
  • Commission Based
  • Other (THIRD PARTY ADVISORY FEES)

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Pesnsion consulting services
  • Selection for other advisors

Firm Client Information

No. of ClientsAUM
Firm Total587$842,839,288
Individuals (other than high net worth individuals)196$41,137,325
High net worth individuals48$120,312,661

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