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| Happy Holidays!! thanks for using AUM13F!! |
| Hayes Asset Management LLC
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| CRD # | 141220 |
| SEC # | 801-67003 |
| CIK # | |
| AUM | $117.1 M (2025-05-30) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 585-730-6951 |
| Address | 400 Andrews Street, Suite 600 Rochester, NY 14604 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 86 | 20.3 |
| (b) Individuals (high net worth individuals) | 29 | 96.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 310 | 117.1 |
| By Discretionary | ||
| Discretionary | 292 | 93.3 |
| Non-Discretionary | 18 | 23.9 |
| Total | 310 | 117.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 117.1 | |
| Total | 310 | 117.1 |
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|---|---|---|
|
Verus Wealth Management LLC
✚
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WI | 0.1 |
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Investment & Retirement Advisors LLC
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TN | 0.1 |
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Sonnet LLC
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TX | 0.1 |
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Fort Harris Consulting Inc
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GA | 0.1 |
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Cherokee & Walker Management LLC
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UT | 0.1 |
|
Charis Legacy Partners LLC
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TX | 0.1 |
|
Truehaven Capital LLC
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|
TN | 0.1 |
|
Tencap Wealth Coaching LLC
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|
UT | 0.1 |
|
Vista CIMA Wealth Management LLC
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|
0.1 | |
|
S Capital Wealth Advisors LLC
✚
|
MN | 0.1 |