$82.6M Total AUM
$82.5M Disc. AUM
-- 3Y CAGR
2 Employees
275 ADV. Clients
3 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท LPL Financial
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-20-2023
- Office Locations
- 1
Office Locations
5989 BIG Tree RD Lakeville NY
About Hyjc Capital OF WNY
HY Wealth Management (HYJC Capital of WNY) is a Lakeville, NY RIA providing holistic financial planning, investment management, income planning, and life insurance support for clients focused on savings and retirement needs. Portfolios are customized with an emphasis on asset allocation and risk management, using vehicles such as mutual funds, ETFs, and fixed income. Custody is supported via platforms including Schwab and LPL.
Team overview
44 AVG AGE
$41.3M AVG AUM / ADVISOR
$300.2K AVG AUM / CLIENT
2.9 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
3yrs Firm Age
Insights
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Asset Classes
Fusion vital
Custodian
Crest Radial meridian Harbor
Investment Themes
Unison Harbor legacy Value
Investment Vehicles
Beacon prime
Services
Fusion pathway Momentum signal Summit Capital wave Legacy element Bridge
Owner & Executives
J
JOHN EDWARD HAUGH
Advisor, President
- CRD
- #2802866
- Ownership
- Less than 5%
(747) 252-8969
horizon.north@oakcapital.com
in linkedin.com/in/horizon-peak
C
CHRISTOPHER PAUL YUSKIW
Chief Compliance Officer
- CRD
- #4629604
- Ownership
- Less than 5%
(238) 226-1808
focus.alpha@harborcapital.com
in linkedin.com/in/peak-fusion
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $82,515,427 | $206,289 |
| Non-Discretionary | $37,251 | $5,322 |
| Total | $82,552,678 | $202,832 |
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Separately Managed Accounts
Total SMA Asset: $82,552,678
Public Funds:
28.3% Equity - Exchange:
10.9% Cash:
36.2% U.S. Government/Agency:
24.6% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $502,048,750 | 28.3% |
| Equity - Exchange | $193,368,600 | 10.9% |
| Cash | $642,196,634 | 36.2% |
| U.S. Government/Agency | $436,409,867 | 24.6% |
| Total | $1,774,023,851 | 100.0% |