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HAYDEN ROYAL
CHARLOTTE, NC
7049190439
SEC #801-101516Total AUM
$596.6M
Employees
21Clients
1,920Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
2813 COLTSGATE RD.
SUITE 200
CHARLOTTE
NC 28211
United States
SUITE 200
CHARLOTTE
NC 28211
United States
Operating Hours
8AM - 5PM
Monday - Friday
Monday - Friday
Phone
7049190439
Other Offices
8
Financials
Total AUM
$596.6M
Accounts
3,248Discretionary
$545.3M
Accounts
3,017Non-Discretionary
$51.3M
Accounts
231
Clients
Individual Clients
1,363AUM
$298M
HNW Individual Clients
523AUM
$286.1M
Pension/Profit Sharing Plan Clients
14AUM
$8.3M
Charitable Organization Clients
1AUM
$31.3K
Corporation or Business Clients
19AUM
$4.2M
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges CommissionCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
FINANCIAL PLANNING FEE
Compliance
Disclosures
Other Regulator Denial/Suspension/RevocationOther Regulator Order (Past 10 Years)Other Regulator Violation FindingSRO Discipline/Expulsion/SuspensionSRO Rule Violation
State Registrations
ALARAZCACOCTDCFLGAIDILLAMDMNMOMSNCNJNMNVNYOHPASCTNTXVAWA
Affiliates
Affiliates
Reported 8 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.