Donald L Hagan LLC

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Assets, Funds, Holdings

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CAFR Data
Donald L Hagan LLC
CRD #139671
SEC #801-66337
CIK #
AUM $236.8 MM (100% Disc, 100% US, 2020-03-11)
Employees12 (58% Investors, 8% Brokers)
Phone941-330-1702
Address1000 S Tamiami Trail
Sarasota, FL 34236
Source [IAPD] [Website] [LinkedIn] [Facebook]
Total AUM ($MM)
3753002251507502006201120162021
Sector Issuer Cap ($MM) Value ($MM)
UPS 83,690.0 13.9
FTSM 8.0
IVV 7.1
VIG 6.7
IWF 5.3
IEMG 4.9
AGG 4.1
EZU 3.9
EWJ 2.6
IWD 2.1
View All
Holdings by Sector ($)
0.20.20.10.10.00.02013201520172020
Comparable Firms State AUM ($BB)
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OH 0.2
Geneva Partners LLC
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Duncan Investment Advisors Inc
CA 0.2
Vezzetti Capital Management LLC
IL 0.2
Treybourne Wealth Planners Inc
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B&L Asset Management LLC
MA 0.2
Eastover Investment Advisors LLC
NC 0.2
Arkfeld Wealth Strategies LLC
NE 0.2
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