$792.5K Total AUM
$792.5K Disc. AUM
-- 3Y CAGR
1 Employees
14 ADV. Clients
5 yrs Firm Age
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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-29-2021
- Office Locations
- 1
Office Locations
-- Glendale CA
About Hayk Capital
Hayk Capital is a Glendale, CA retail advisory firm led by President Roubik Sarian. The firm provides financial planning and insurance/life insurance support, with portfolio construction focused on asset allocation, risk management, and solutions using mutual funds, ETFs, fixed income, and annuities. Accounts are custodied at Interactive Brokers.
Team overview
-- AVG AGE
$792.5K AVG AUM / ADVISOR
$56.6K AVG AUM / CLIENT
5.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
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Custodian
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Investment Themes
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Investment Vehicles
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Services
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Technology
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Owner & Executives
R
Roubik Sarian
Broker, President
- CRD
- #6574912
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $792,490 | -- |
| Non-Discretionary | $0 | -- |
| Total | $792,490 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Cash:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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