Donald L Hagan LLC


Assets, Funds, Holdings

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Donald L Hagan LLC
CRD #139671
SEC #801-66337
AUM $236.8 MM (100% Disc, 100% US, 2020-03-11)
Employees12 (58% Investors, 8% Brokers)
Address1000 S Tamiami Trail
Sarasota, FL 34236
Source [IAPD] [Website] [LinkedIn] [Facebook]
Total AUM ($MM)
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 ($)
Comparable Firms State AUM ($BB)
Rooney Capital Management Inc
FL 0.2
Boston Standard Wealth Management LLC
MA 0.2
Kohmann Bosshard Financial Services LLC
OH 0.2
Geneva Partners LLC
WI 0.2
Duncan Investment Advisors Inc
CA 0.2
Vezzetti Capital Management LLC
IL 0.2
Treybourne Wealth Planners Inc
IN 0.2
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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