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Tyler Wallace Hagan

DAY Hagan Asset Management

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About Tyler Wallace Hagan

Tyler Wallace Hagan is an investment advisor representative at Day Hagan Asset Management. Tyler has been in the industry since January 2015 and holds a Series 65 license. Tyler's primary focus is providing financial planning and portfolio management services to individuals, investment companies, and high-net-worth clients. Day Hagan Asset Management offers a range of services, including financial planning, portfolio management, and pension consulting. The firm manages over $842 million in assets for its clients.

Firm Information

Tyler Hagan is currently registered with DAY Hagan Asset Management. DAY Hagan Asset Management is an investment advisor based in Sarasota, FL. The firm manages approximately $842,839,288 in assets for clients, including high-net-worth individuals, individuals other than high-net-worth, and investment companies. The firm offers financial planning, pension consulting, selection of other advisors, and portfolio management for individuals and investment companies.
DAY Hagan Asset Management

1000 S. TAMIAMI TRAIL

SARASOTA, FL 34236

$842.84M

Assets Under Management

53

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Third party advisory fees

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Tyler Hagan’s Registration & Firm History

FL

03/14/2024 - Present

DAY Hagan Asset Management (SARASOTA FL)

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Licenses & Designations

IA

Issued 03/14/2024

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Tyler Wallace Hagan.
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