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TIAS PLANNERS
HAYS, STEVEN, K
CRD 122348
1153 TYLER AVE., ANNAPOLIS, MD, 21403, United States
Phone
410-248-9000
Fax
443-926-0155
Registration
— (—)
Source
State registered
Total AUM
$10.2M
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Sole Proprietorship
Filing date
2025-02-01
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 11 | $10.2M |
All web addresses on file
Official SEC filing: View on IAPD