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Donald Lewis Hagan

DONALD L. HAGAN, LLC·SARASOTA, Florida
Unclaimed Profile
1000 S. TAMIAMI TRAIL, SARASOTA, FL 34236CRD# 1264262Firm CRD# 139671
01

About

Donald Lewis Hagan is a registered financial advisor based in SARASOTA, Florida, affiliated with DONALD L. HAGAN, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
Institutional Investors
High Net Worth Individuals
03

Firm Overview

Firm
DONALD L. HAGAN, LLC
DAY HAGAN ASSET MANAGEMENT
AUM
$844M
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at DONALD L. HAGAN, LLC →
Services
Financial planning
Portfolio management (individuals)
Portfolio management (pooled investments)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
Other: THIRD PARTY ADVISORY FEES
Regulatory
SEC/IARD CRD# 1264262
Firm CRD# 139671
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Donald Lewis Hagan offer?
Donald Lewis Hagan specializes in Financial Planning, Investment Management. Contact their office in SARASOTA, Florida for a consultation.
What are Donald Lewis Hagan's credentials?
Donald Lewis Hagan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Donald Lewis Hagan located?
Donald Lewis Hagan is based in SARASOTA, Florida, working with DONALD L. HAGAN, LLC. Their office serves clients in the SARASOTA metropolitan area and surrounding communities.
How does Donald Lewis Hagan charge for services?
Donald Lewis Hagan's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions, other: third party advisory fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is DONALD L. HAGAN, LLC?
DONALD L. HAGAN, LLC has approximately 10 employees and manages $844M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Florida
MIAMI (1221)TAMPA (396)BOCA RATON (391)CORAL GABLES (291)WEST PALM BEACH (251)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
Advisor Fees in FloridaNational Fee Analysis
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