Hayman Woodward Wealth Management LLC is an adviser based in Miami. It manages $148.02 thousand of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2018 and has operated in the jurisdiction of Florida.
Hayman Woodward Wealth Management provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Hayman Woodward Wealth Management LLC is $148.02 thousand. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Hayman Woodward Wealth Management LLC for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Frank Garcia is individuals with 2 clients and $148.02 thousand of assets under management. Among the 3 most similar advisory firms, Hayman Woodward Wealth Management has the lowest percentage of individuals out of all clients.
The amount of regulatory assets under management is $148.02 thousand for 2 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Hayman Woodward Wealth Management doesn't advise any private funds.
The company employs 3 people that are either part- or full-time employees. 33 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Frank Garcia has been acting as President since 1 Jul 2018. Luciana Camhaji joined the executive team most recently as the Chief Compliance Officer.
The principal office where Hayman Woodward Wealth Management LLC performs its advisory services is located at 800 Brickell Avenue, Miami, FL 33131, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 305-515-8095. The normal business hours are 9:00am to 5:00pm on Monday - Friday.