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| Happy Holidays!! thanks for using AUM13F!! |
| Hays Financial Group LLC
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| CRD # | 306877 |
| SEC # | 801-118389 |
| CIK # | |
| AUM | $6.1 B (2025-03-27) |
| Employees | 10 (40% Investors, 40% Brokers) |
| Phone | 612-373-9863 |
| Address | 901 S Marquette Avenue Minneapolis, MN 55402 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 225 | 0.0 |
| (b) Individuals (high net worth individuals) | 9 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 277 | 5.8 |
| (h) Charitable organizations | 14 | 0.1 |
| (i) State or municipal government entities | 7 | 0.1 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 688 | 6.1 |
| By Discretionary | ||
| Discretionary | 270 | 0.2 |
| Non-Discretionary | 418 | 5.9 |
| Total | 688 | 6.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 6.1 | |
| Total | 688 | 6.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Geneva Capital Management LLC
✚
|
WI | 6.2 |
|
Modern Wealth Management LLC
✚
|
KS | 6.1 |
|
Capital Advisors Inc
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|
OK | 6.1 |
|
Key Investment Services LLC
✚
|
OH | 6.1 |
|
Maple-Brown Abbott Limited
✚
|
6.1 | |
|
Promanage LLC
✚
|
IL | 6.1 |
|
Alphacore Capital LLC
✚
|
CA | 6.1 |
|
Global Alpha Capital Management Ltd
✚
|
6.0 | |
|
Wealthcare Advisory Partners LLC
✚
|
PA | 6.0 |
|
Harbor Investment Advisory LLC
✚
|
MD | 6.0 |