J
$595.0K Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
3 ADV. Clients
1 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Lincoln Financial · SEI
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-25-2024
- Office Locations
- 1
Office Locations
-- Castle Rock CO
About JD Haggar Financial
JD Haggar Financial is a Castle Rock-based RIA. The firm has been operating for 1 years. Managing $595.0K in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Lincoln Financial.
Team overview
-- AVG AGE
$595.0K AVG AUM / ADVISOR
$198.3K AVG AUM / CLIENT
1.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
Available
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
J
John Daley Haggar
PRINCIPAL
- CRD
- #4089362
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $595,000 | -- |
| Total | $595,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - OTC:
Available Equity - Exchange:
Available Corporate - Investment Grade:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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